Matthew Caine Sessa

Current Employers

Employment History

• 02/2013 → 02/2024
  Crown Capital Securities, Lp
  Orange, CA
• 02/2013 → Present
  Timothy Hayes Financial & Insurance Services
  Lancaster, CA
• 02/2024 → Present
  Independent Financial Group, Llc
  Lancaster, CA
• 05/2013 → Present
  Timothy Hayes Financial & Investment Services Inc.
  Lancaster, CA

Previous Registrations

• 2014-01-30 → 2024-02-09
  Crown Capital Securities, L.P.
  Lancaster, CA
  Cayucos, CA

Other Businesses

(1) START DATE 02/2013 I'M AN EMPLOYEE OF TIMOTHY HAYES FINANCIAL & INSURANCE SERVICES. I DEVOTE 128 HRS/MO (80 HRS DURING TRADING) TO THIS INVESTMENT RELATED ACTIVITY AND MY DUTIES INCLUDE CUSTOMER SERVICE, OFFICE MANAGEMENT, INVESTMENT ADVICE, FINANCIAL PLANNING & PROJECT MANAGEMENT. (2) START DATE 10/2015 I'M AN INDEPENDENT CONTRACTOR/AGENT FOR HEALTH INSURANCE. I DEVOTE 2 HRS/MO TO THIS NON-INVESTMENT RELATED ACTIVITY, MY DUTIES ARE INSURANCE SALES. (3) START DATE 10/2015 I'M SELF EMPLOYED AS A PUBLIC NOTARY. I DEVOTE 2 HRS/MO TO THIS NON-INVESTMENT RELATED ACTIVITY. (4) START DATE 01/2018, I WILL DEVOTE 10 HRS/MO AS TAX PREPARER /ENROLLED AGENT. THIS IS NOT AN INVESTMENT RELATED ACTIVITY, I WILL BE PREPARING TAXES. BUSINESS ADDRESS FOR ALL OF ABOVE IS THE SAME AS BRANCH (2) CA INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/10/2004 ADDRESS: 1210 West Avenue J, Suite 300, Lancaster CA 93534, United States DESCRIPTION: Sales: health insurance, life insurance, fixed annuities, fixed indexed annuities, long term care, covered California. (3) ENROLLED AGENT POSITION: Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 05/17/2017 ADDRESS: 1210 West Avenue J, Suite 300, Lancaster CA 93534, United States DESCRIPTION: Tax prep and advice. (4) NOTARY PUBLIC POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/27/2016 ADDRESS: 1210 West Avenue J, Suite 300, Lancaster CA 93534, United States DESCRIPTION: Notarial acknowledgement and jurats, loan signings, etc. (5) TIMOTHY HAYES FINANCIAL & INVESTMENT SERVICES INC. POSITION: Employee NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 32 START DATE: 05/15/2013 ADDRESS: 1210 West Avenue J, Suite 300, Lancaster CA 93534, United States DESCRIPTION: Clerical - Filing, Scanning, Answering phones and scheduling.

Exams

• S66 Uniform Combined State Law Examination
  2013-06-03
• S63 Uniform Securities Agent State Law Examination
  2004-04-17

Other Names

• Matt Sessa