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Matthew Robert Conrad

Inspire Advisors, LLC

Troutman, NC

Meridian, ID

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Current Employers
Inspire Advisors, Llc

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-02
  • NC RA
    APPROVED
    Since 2026-01-02

Branch Locations

145 Freedom Valley Trail, Troutman, NC 28166 • United States

3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Social Security Administration Statesville NC 04/2012 03/2022
Calvary Chapel Lake Norman Statesville NC 03/2022 12/2024
Cwm, Llc Dba Carson Wealth Troutman NC 08/2024 12/2025
Inspire Advisors, Llc Dba Inspire Advisors - Lake Norman Meridian ID 12/2025 Present
  • 04/2012 → 03/2022
    Social Security Administration
    Statesville, NC
  • 03/2022 → 12/2024
    Calvary Chapel Lake Norman
    Statesville, NC
  • 08/2024 → 12/2025
    Cwm, Llc Dba Carson Wealth
    Troutman, NC
  • 12/2025 → Present
    Inspire Advisors, Llc Dba Inspire Advisors - Lake Norman
    Meridian, ID
Previous Registrations
  • 2025-06-04 → 2025-12-31
    Cwm, Llc
    Troutman, NC
    Omaha, NE
  • 2008-01-08 → 2009-09-29
    Edward Jones
    Cornelius, NC
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
S66 Uniform Combined State Law Examination 2008-01-04
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09
  • S66 Uniform Combined State Law Examination
    2008-01-04
Other Names
  • Matthew Conrad
  • Matt Conrad

View on SEC IAPD

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Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · Troutman, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mooresville, NC
LPL FINANCIAL LLC · MOORESVILLE, NC
WELLS FARGO CLEARING SERVICES, LLC · MOORESVILLE, NC
LPL FINANCIAL LLC · MOORESVILLE, NC
SPC · Mooresville, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · Mooresville, NC
CROWN PRIVATE WEALTH, LLC · MOORESVILLE, NC

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