Inactive

Matthew Alan Moyzis

Cornerstone Wealth

Huntersville, NC

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Current Employers

Cornerstone Wealth

16810 Kenton Drive Suite 200, Huntersville, NC 28078 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-03-09

NC RA
APPROVED

Since 2023-03-09

Branch Locations

16810 Kenton Drive Suite 200, Huntersville, NC 28078 • 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

Organization	City	State	From	To
Mass Mutual Life Insurance Company	Charlotte	NC	04/2016	06/2017
Mml Investors Services, Llc	Charlotte	NC	04/2016	06/2017
The Vanguard Group, Inc.	Charlotte	NC	06/2017	07/2022
Gratus Capital, Llc	Atlanta	GA	07/2022	Present

04/2016 → 06/2017

Mass Mutual Life Insurance Company

Charlotte, NC
04/2016 → 06/2017

Mml Investors Services, Llc

Charlotte, NC
06/2017 → 07/2022

The Vanguard Group, Inc.

Charlotte, NC
07/2022 → Present

Gratus Capital, Llc

Atlanta, GA

Previous Registrations

2022-07-27 → 2023-01-25

Gratus Capital, Llc

Charlotte, NC

Atlanta, GA
2017-06-22 → 2022-07-25

Vanguard Advisers, Inc.

Charlotte, NC
2016-05-04 → 2017-06-05

Mml Investors Services, Llc

Charlotte, NC
2015-01-06 → 2016-01-05

Wells Fargo Clearing Services, Llc

Charlotte, NC
2012-12-21 → 2013-03-22

Wells Fargo Advisors Financial Network, Llc

Charlotte, NC
2007-12-05 → 2012-08-23

Robert W. Baird & Co. Incorporated

Milwaukee, WI

Winnetka, IL
2005-07-21 → 2006-09-27

Chase Investment Services Corp.

Romeoville, IL

Chicago, IL
2004-12-10 → 2005-06-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Northbrook, IL
2004-10-28 → 2004-12-17

Ameriprise Financial Services, Llc

Tinley Park, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-10-26

S66 Uniform Combined State Law Examination

2004-10-26

Designations

Other Names

Matthew Alan Moyzis
Matt Moyzis
Matthew Moyzis

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

MML INVESTORS SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

FIFTH THIRD SECURITIES, INC.

STRATEGIC ADVISERS LLC

Other Investors

ANDREW KELSEY SMITH

BRENDA HANCE PRESSLEY

RACHEL LEE POSNER

WHITNEY ANNE PAPPAS

Rodney Thomas Wendt

RICHARD GORDON FALLON

Robert William Benton

KARA Buteau KUNZ

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC

CORNERSTONE WEALTH · Huntersville, NC

AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC

MML INVESTORS SERVICES, LLC · Huntersville, NC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC

RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC

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