Matthew Trundle

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New York, NY
• 11/2016 → 05/2022
  Wells Fargo Clearing Services, Llc
  New York, NY
• 05/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Boca Raton, FL

Previous Registrations

• 2020-12-08 → 2022-05-13
  Wells Fargo Clearing Services, Llc
  New York, NY
  New York, NY
  Palm Beach Gardens, FL

Other Businesses

T-4 LLC, INV RELATED, NEW YORK, NY, 25% OWNER, START: 7/3/2013, 3 HOURS PER MONTH/0.2 DURING TRADING, DUTIES: HELP MAKE INVESTMENTS GROW. MEJH4K LLC; INVESTMENT RELATED; NEW YORK NY; 25% OWNERSHIP; START 7/28/2014; 3 HRS PER MONTH; 0.2 HRS DURING TRADING.PARTIAL OWNER. NIRAC LLC., INVESTMENT RELATED, NEW YORK, NY., 25% OWNERSHIP, START 6/17/2015, 3 HOURs/MONTH, 0.2 HOUR DURING TRADING, FAMILY REESIDENCE. JACKSON DEVELOPMENT CO; INV. RELATED; NEW YORK, NY; 25% OWNERSHIP; START 2/5/2016; 3 HRS PER MONTH; 0.2 HRS DURING TRADING; DUTIES OVERSEE INVESTMENT. CO-TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; NEW YORK, NY; START 2/2015; 1 HR PER MONTH; 0 HRS DURING TRADING. WTDT CORP, INVT RELATED, WEST PALM BEACH, FL, 100% OWNERSHIP, START 1/1/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, S-CORP FOR FLOW FOR FINET PRACTICE. JACKSON DVELOPMENT CO; INV. RELATED; NEW YORK, NY; CO-TRUSTEE; MOTHER'S TRUST; START 1/2015; 3 HRS PER MONTH; LESS THAN 1 HR DURING TRADING. MEJHT LLC, INV RELATED, WEST PALM BEACH, FL, 25% OWNERSHIP, START 11/10/2022, 5 HOURS PER MONTH, .2 HOURS DURING TRADING, FAMILY INVESTMENTS.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-24

Designations

Other Names

• Matthew R Trundle