Matthew Glen Catlin

Current Employers

Employment History

• 04/2007 → 11/2017
  Ubs Financial Services Inc
  Wichita, KS
• 11/2017 → Present
  Wealth Alliance Advisory Group, Llc
  Wichita, KS
• 11/2017 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2007-08-16 → 2017-12-11
  Ubs Financial Services Inc.
  Wichita, KS

Other Businesses

1. Wealth Alliance Advisory Group, LLC, Start Date: 12/01/17, 111 S Whittier St, Wichita, KS 67207, RIA/EVP/Chief Investment Officer & Financial Advisor, Investment Related, 160 hours per month, 8 hours per day during trading hours. 2. CP Investments, Partnership, Start Date: 07/2010, 1718 N Terhune St Wichita, KS, 67230, Owner of SFR/Rental Property, Not Investment Related, 1 hour per month, O hours per day during trading hours. 3. Preferred Pension Solutions, LLC. - 50% Ownership, CEO & COO, Start Date: 07/01/2021, 3710 N. Ridgewood, Ste. D, Wichita, KS 67220, LLC, Retirement Plan Administration and Consulting, Owner, Business Development for Third Party Administration Business/Convert existing broker-dealer business to RIA, Investment Related, Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10;Percentage of total yearly compensation expected to be derived from the business: 5. 4. DC Real Estate Group, LLC., Start Date: 11/30/2017, 10585 E 21st N, Wichita, KS 67206, LLC-Partnership, Real Estate Holding LLC, Owner/Partner, This is an LLC that owns the building that houses our offices, It does not own any other assets, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours. 5. Professional Offices at Oaks Creek, Start Date: 09/01/2023, 10585 E 21st N, Wichita, KS 67206, Non For Profit Corp, Owner's Association, VP-Treasurer, I am acting as VP and Treasurer for the office association that our building is part of, We will be paying bills to manage the common areas, landscaping, maintenance, etc., Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 6. Wealth Alliance Tax and Accounting, LLC., Start Date: 06/11/2024, 10585 E 21st N., Wichita, KS 67206, LLC, Tax and Accounting, Investor, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-15

Other Names

• Matthew Catlin Mccune
• Matthew Glen Catlin-Mccune
• Matthew Catlin