Best Investors Account Sign in
Inactive

Matthew David Porter

Patuxent Financial Partners, LLC

Columbia, MD

Claim This Profile
Current Employers
Patuxent Financial Partners, Llc

Columbia, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-08-29
  • MD RA
    APPROVED
    Since 2017-08-29

Branch Locations

Columbia, MD • 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
Patuxent Financial Partners, Llc Columbia MD 10/2010 05/2017
Patuxent Financial Partners, Llc Columbia MD 05/2017 Present
H. Beck, Inc. Columbia MD 10/2010 05/2017
Previous Registrations
  • 2009-10-20 → 2017-08-31
    Grove Point Investments, Llc
    Rockville, MD
    Rockville, MD
    Columbia, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-06-13
S65 Uniform Investment Adviser Law Examination 2009-10-19
  • S63 Uniform Securities Agent State Law Examination
    2011-06-13
  • S65 Uniform Investment Adviser Law Examination
    2009-10-19
Designations

View on SEC IAPD

More in Columbia, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor