Matthew Cole Greer

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-11

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Usaa Financial Planning Services	Addison	TX	04/2014	05/2020
Usaa Financial Advisors Inc.	Addison	TX	04/2014	05/2020
Usaa Investment Management Company	Addison	TX	01/2018	05/2020
Charles Schwab And Co., Inc.	Westlake	TX	05/2020	01/2022
Charles Schwab Bank, Ssb	Westlake	TX	05/2020	03/2021
Schwab Private Client Investment Advisory, Inc.	Westlake	TX	03/2021	01/2022
The Mather Group, Llc	Chicago	IL	01/2022	Present

04/2014 → 05/2020

Usaa Financial Planning Services

Addison, TX
04/2014 → 05/2020

Usaa Financial Advisors Inc.

Addison, TX
01/2018 → 05/2020

Usaa Investment Management Company

Addison, TX
05/2020 → 01/2022

Charles Schwab And Co., Inc.

Westlake, TX
05/2020 → 03/2021

Charles Schwab Bank, Ssb

Westlake, TX
03/2021 → 01/2022

Schwab Private Client Investment Advisory, Inc.

Westlake, TX
01/2022 → Present

The Mather Group, Llc

Chicago, IL

2021-03-11 → 2022-01-10

Schwab Wealth Advisory, Inc.

Westlake, TX
2020-05-23 → 2021-03-11

Charles Schwab & Co., Inc.

Westlake, TX

Westlake, TX
2018-01-08 → 2020-05-24

Usaa Investment Services Company

San Antonio, TX
2014-04-22 → 2018-01-08

Usaa Financial Planning Services

Addison, TX

Atalanta, GA

Addison, TX
2013-07-18 → 2014-04-09

Td Ameritrade, Inc.

Westlake, TX
2013-07-18 → 2014-04-09

Td Ameritrade Investment Management, Llc

Fort Worth, TX
2011-05-31 → 2013-07-08

Strategic Advisers Llc

Westlake, TX

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2010-08-13
S66	Uniform Combined State Law Examination	2007-07-09

Other Firms