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Current Employers
Founders Financial Securities Llc

1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2020-10-09
  • WV RA
    APPROVED
    Since 2020-10-09

Branch Locations

9773 Tuscarora Pike, Martinsburg, WV 25401 • 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
Cetera Investment Services Llc St.CLoud MN 03/2013 10/2020
First United Bank And Trust Martinsburg WV 02/2013 09/2020
Cetera Investment Advisers Llc Martinsburg WV 01/2014 10/2020
Founders Financial Securities, Llc Towson MD 10/2020 Present
Morgan Financial Group Martinsburg WV 10/2020 Present
  • 03/2013 → 10/2020
    Cetera Investment Services Llc
    St.CLoud, MN
  • 02/2013 → 09/2020
    First United Bank And Trust
    Martinsburg, WV
  • 01/2014 → 10/2020
    Martinsburg, WV
  • 10/2020 → Present
    Towson, MD
  • 10/2020 → Present
    Morgan Financial Group
    Martinsburg, WV
Previous Registrations
Other Businesses

1) FOUNDERS FINANCIAL WEALTH PARTNERS (DBA) ; 9773 TUSCARORA PIKE, MARTINSBURG, WV 25403; INVESTMENT-RELATED; WEALTH MANAGEMENT ADVISOR; 160 HRS PER MONTH; 140 HRS PER MONTH DURING TRADING; WEALTH MANAGEMENT, FINANCIAL SERVICES, AND INSURANCE SALES 2) OTOC LLC, ; NOT INVESTMENT-RELATED; REAL ESTATE AND MINERAL MANAGEMENT HOLDINGS; MANAGER OF FAMILY LLC WITH ADMINISTRATIVE DUTIES, DISTRIBUTE ROYALTIES, FILE TAXES, ETC., START DATE 10/2019; 2 HRS PER MONTH; 0 HRS PER MONTH DURING TRADING 3) SHEPHERD UNIVERSITY ALUMNI ASSOCIATION ; NOT INVESTMENT RELATED; START DATE , 9/1/15; Member; 2 HRS PER MONTH; 0 HRS DURING TRADING; GENERATING SUPPORT FOR UNIVERSITY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-29
  • S66 Uniform Combined State Law Examination
    2012-06-29
Designations
Other Names
  • Matthew T Kradel
  • Matthew Kradel
  • Matthew Terrell Kradel

View on SEC IAPD

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