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Matthew Phillip Waldman

Divvi Wealth Management

Kansas City, MO

Kansas City, MO

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Current Employers
Divvi Wealth Management

220 W 18Th Street Suite 202, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-06
KS RA APPROVED 2022-06-01
MO RA APPROVED 2022-02-22
  • TX RA
    APPROVED
    Since 2022-06-06
  • KS RA
    APPROVED
    Since 2022-06-01
  • MO RA
    APPROVED
    Since 2022-02-22

Branch Locations

Kansas City, MO • United States

220 W 18Th Street Suite 202, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Overland Park KS 01/2017 08/2021
Ivy Distributors, Inc. Overland Park KS 01/2013 01/2017
Divvi Wealth Management Llc North Kansas City MO 01/2022 Present
Colligo Group Llc Lee's Summit MO 10/2021 03/2026
Waddell & Reed, Inc. Overland Park KS 08/2004 12/2016
  • 01/2017 → 08/2021
    Waddell & Reed, Inc.
    Overland Park, KS
  • 01/2013 → 01/2017
    Ivy Distributors, Inc.
    Overland Park, KS
  • 01/2022 → Present
    Divvi Wealth Management Llc
    North Kansas City, MO
  • 10/2021 → 03/2026
    Colligo Group Llc
    Lee's Summit, MO
  • 08/2004 → 12/2016
    Waddell & Reed, Inc.
    Overland Park, KS
Previous Registrations
Other Businesses

1) licensed insurance agent since 01/2022; 8708 N Sycamore Ave, Kansas City, MO 64157; investment related; 15 hrs/mo; insurance sales.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-23
S63 Uniform Securities Agent State Law Examination 2000-06-06
  • S66 Uniform Combined State Law Examination
    2021-11-23
  • S63 Uniform Securities Agent State Law Examination
    2000-06-06
Other Names
  • Matt Waldman

View on SEC IAPD

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