Matthew Nicholaus Porter

Current Employers

Employment History

• 01/2008 → Present
  Cornerstone Financial Group, Llc
  Idaho Falls, ID
• 12/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2010 → Present
  Porter Wealth Management
  Idaho Falls, ID
• 09/2019 → Present
  Cornerstone Tax Services
  Pocatello, ID
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → Present
  Cornerstone Advisory Group
  Idaho Falls, ID

Previous Registrations

• 2010-01-04 → 2013-12-09
  On Investment Management Co
  Idaho Falls, ID
  Cincinnati, OH
• 2008-07-09 → 2009-12-31
  Securities America Advisors, Inc.
  Idaho Falls, ID

Other Businesses

3.. NAME OF OTHER BUSINESS: MJP PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: 2087 TIMBERVIEW DR, IDAHO FALLS, ID 83401; NATURE OF BUSINESS: REAL ESTATE OWNERSHIP & MANAGEMENT; START DATE: 11/2018; POSITION/TITLE/RELATIONSHIP: OWNER /PRESIDENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: OWN AND MANAGE OFFICE BUILDING; 4. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 02/2019; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.; 5. PORTER WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, TAX ENTITY, STARTED 01/10, OWNER LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: ENTITY SED TO PAY BUSINESS EXPENSES 6. NAME OF OTHER BUSINESS: CORNERSTONE TAX SERVICES; INVESTMENT RELATED: NO; ADDRESS: 416 S 4TH AVE, POCATELLO, ID 83201; NATURE OF BUSINESS: TAX PREPARATION SERVICES; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT AND OPERATIONS OF THE FIRM, PROVIDING TAX PREPARATION, IRS REPRESENTATION, BOOKKEEPING AND PAYROLL; 7. NAME OF OTHER BUSINESS: CORNERSTONE ADVISORY GROUP , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND PUBLIC SPEAKING ;

Exams

• S66 Uniform Combined State Law Examination
  2008-06-24
• S63 Uniform Securities Agent State Law Examination
  2007-05-02

Designations

Other Names

• Matt Porter
• Matthew N Porter
• Matthew Nicholus Porter