Matthew Lawrence Preddy

Current Employers

Employment History

• 09/2014 → 11/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 10/2024
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 10/2024 → Present
  R W Baird
  Henrico, VA

Previous Registrations

• 2018-11-01 → 2024-11-01
  Edelman Financial Engines
  Henrico, VA
• 2014-09-15 → 2018-11-01
  Edelman Financial Services, Llc
  Henrico, VA
  Fairfax, VA
• 2007-08-13 → 2014-08-19
  Td Ameritrade, Inc.
  Glen Allen, VA
• 2007-09-05 → 2014-08-19
  Td Ameritrade Investment Management, Llc
  Richmond, VA
• 2006-04-28 → 2007-08-29
  Ubs Financial Services Inc.
  Richmond, VA
• 2004-08-03 → 2006-04-26
  Waddell & Reed
  Richmond, VA
  Richmond, VA

Other Businesses

1) COURT STREET RESTORATION, LLC, NOT INVESTMENT RELATED, PORTS MOUTH, VA, LIMITED PARTNER/INVESTOR, 2009, 0 HRS PER MONTH, 0 HR DURING SECURITY TRAINING, NO DUTIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-30
• S66 Uniform Combined State Law Examination
  2004-08-02