Matthew A Foertsch

Current Employers

Employment History

• 03/2014 → 06/2017
  Blackrock
  San Francisco, CA
• 06/2017 → 05/2022
  Cetera Advisors Llc
  Denver, CO
• 06/2017 → 09/2018
  Mw Wealth Advisors
  San Jose, CA
• 05/2022 → Present
  Athena Wealth Management, Llc
  Incline Village, NV
• 05/2022 → Present
  Fortune Financial Services, Inc.
  Monaca, PA

Previous Registrations

• 2017-06-29 → 2022-06-01
  Cetera Advisors Llc
  Mountain View, CA
  San Jose, CA
  Incline Village, NV
• 2014-03-31 → 2017-06-20
  Blackrock Financial Management, Inc
  San Francisco, CA
  New York, NY

Other Businesses

(1) FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2017; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE INSURANCE AND ANNUITIES (2) EDWARD BATTAGLIA IRREVOCABLE TRUST ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TRUST ; START DATE: 01/2022 ; POSITION/TITLE/RELATIONSHIP: TRUST PROTECTOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: TRUST PROTECTOR (3) PAMELA BATTAGLIA IRREVOCABLE TRUST ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TRUST ; START DATE: 01/2022 ; POSITION/TITLE/RELATIONSHIP: TRUST PROTECTOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: TRUST PROTECTOR (4) RIA - ATHENA WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/2022; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: RUN DAY TO DAY OPERATIONS AND MANAGE EMPLOYEES (5) Advisor Accountancy Services, LLC: tax prep will start 01/01/2024 - 5 hrs/week during trading hours (6) Cheburashka, LLC, Investment-Related, 540 W. Plumb Lane, Suite 201, Reno, NV 89509, Real Estate, Managing Member, 11/2024, Less than 1 hour a month, Real Estate Management

Exams

• S66 Uniform Combined State Law Examination
  2014-03-31