Matthew Alan Holibaugh

Current Employers

Employment History

• 01/2008 → 09/2018
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 07/2018 → 09/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 09/2018 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 09/2018 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 09/2018 → 10/2024
  Capital Financial Strategies
  Jacksonville, FL
• 06/2023 → 10/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 10/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2024 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 10/2024 → Present
  Vanderbilt Advisory Services
  Woodbury, NY

Previous Registrations

• 2023-06-30 → 2024-10-31
  Cetera Investment Advisers Llc
  Jacksonville, FL
• 2018-09-21 → 2023-08-10
  Securian Financial Services, Inc.
  Jacksonville, FL
  St. Paul, MN
• 2018-07-13 → 2018-09-19
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2010-05-10 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL

Other Businesses

1) Infinite Investment Strategies. Investment Related. Start date: 10/15/2024. Address: 5121 Foliage Way. St. Augustine FL, 32092. Title: Owner / Financial Advisor. Duties: Investment management and financial planning services. Time spent during regular hours: 85%. 2) Rental Property. Not Investment Related. Start date: 08/01/2022. Address: 207 Foxcross Ave. St. Augustine FL, 32092. Title: Co -Owner with spouse. Duties: None. Time spent during regular hours: 5%. 3) Beck Agency. Investment Related. Start date: 06/01/2022. Address: 5121 Foliage Way. St. Augustine FL, 32092. Title: Agent/Broker. Duties: Work with prospects and existing clients to find property and casualty insurance for them. Time spent during regular hours: 10%.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-09
• S63 Uniform Securities Agent State Law Examination
  2008-03-25

Designations

Other Names

• Matthew A Holibaugh