Matthew David Quan

Current Employers

Employment History

• 07/2014 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2014 → Present
  Gordon T Quan
  Los Alamitos, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: GORDON T QUAN INVESTMENT RELATED: NO ADDRESS: 3532 KATELLA AVENUE SUITE 107 LOS ALAMITOS, CA 90720 NATURE OF BUSINESS: TAX PREPARATION START DATE: 06/1999 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PERSONAL AND BUSINESS INCOME TAX PREPARATION 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2018 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH AND DISABILITY ; 3. NAME OF OTHER BUSINESS: AARP INVESTMENT RELATED: NO ADDRESS: 8150 KNOTT AVE BUENA PARK CA 90620 NATURE OF BUSINESS: TAX PREP START DATE: 2/2014 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: VOLUNTEER BRIEF DESCRIPTION OF DUTIES: HELP LOW INCOME & ELDERLY PEOPLE PREPARE TAX RETURNS 4. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 6782 HOUSTON ST BUENA PARK CA 92802 NATURE OF BUSINESS: REAL ESTATE RENTAL START DATE: 12/2014 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: CO-OWNER BRIEF DESCRIPTION OF DUTIES: PROFESSIONAL MANAGEMENT COMPANY MANAGES &COLLECTS RENT 5. NAME OF OTHER BUSINESS: MATTHEW QUAN INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: FIRE ARMS TRAINING START DATE: 12/2006 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSTRUCTOR BRIEF DESCRIPTION OF DUTIES: CERTIFIED PISTOL & PERSONAL PROTECTION, TEACH FAMILY MEMBERS & FRIENDS EVERY FEW YEARS

Exams

• S66 Uniform Combined State Law Examination
  2014-11-21