Matthew Thomas Bumstead

Current Employers

Employment History

• 02/2009 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Kent, WA

Previous Registrations

• 2018-02-14 → 2022-08-17
  Lpl Financial Llc
  Enumclaw, WA
  Milwaukie, OR
  Enumclaw, WA
  Milwaukie, OR
  Portland, OR
  Burlington, WA
  Friday Harbor, WA
  Bellingham, WA
• 2009-02-19 → 2018-02-16
  Invest Financial Corporation
  Lynnwood, WA
  Kent, WA
  Seattle, WA
  Appleton, WI
  Milwaukie, OR
• 2004-09-24 → 2009-02-20
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  Mukilteo, WA
  Renton, WA
  Bellevue, WA
  Bellevue, WA
  Enumclaw, WA
  Bellevue, WA

Other Businesses

1. 02/14/2018 - Clarity Capital Management Corp - Investment Related - At Reported Business Location(s) - DBA for SB Advisory business - Time Spent 90%. 2. 02/14/2018 - No Business Name - Investment Related - Non-Variable Insurance - Time Spent 5% - Life, Disability and Long-term Care. 3. 2/1/2019 - Macie Jane Bumstead Irrv Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 08/13/2009 - 1 Hour Per Month During Securities Trading - BUMSTEAD MATTHEW T TTEE-Macie Jane Bumstead is Matt's Daughter. 4. 2/1/2019 - Jillian Marie Bumstead Irrv Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 06/05/2009 - 1 Hour Per Month During Securities Trading - BUMSTEAD MATTHEW T TTEE- Jillian Marie Bumstead is Matt's Daughter. 5. 2/1/2019 - Charles Thomas Bumstead Irrv Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Started 11/17/2011 - 1 Hour Per Month During Securities Trading - BUMSTEAD MATTHEW T TTEE- Charles Thomas Bumstead Is Matt's Son. 6. 04/22/2019 - BUMSTEAD MATTHEW T TTEE KADEN DTD 06/04/2004 - Investment related - At reported business location(s) - Act in a Fiduciary Capacity - start date:06/04/2006 - 1 hr/mo - 1 hr during trading. 7. 11/3/2020 - Clarity Tax Management - DBA: Multop Financial / Clarity Capital Management - Investment Related - At Reported Business Location(s)- Tax Prep/Accounting/CPA - President - Started 09/01/2020 - 20 Hours Per Month/10 Hours During Securities Trading - Manage the business.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-03

Other Names

• Matt T Bumstead