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Matthew Philip Fitzgerald

Copper Financial

Lenexa, KS

Leawood, KS

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Current Employers
Copper Financial

9777 Ridge Drive, Suite 360, Lenexa, KS 66219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-09
KS RA APPROVED 2025-04-30
  • TX RA
    APPROVED_RES
    Since 2026-02-09
  • KS RA
    APPROVED
    Since 2025-04-30

Branch Locations

9777 Ridge Drive, Lenexa, KS 66219 • United States

10601 Mission Road Suite 10617, Leawood, KS 66206 • 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
Montage Securities, Llc Leawood KS 05/2011 06/2017
Montage Investments Leawood KS 05/2011 11/2016
Tortoise Investment Partners, Llc Leawood KS 11/2016 03/2024
Tortoise Securities Leawood KS 07/2017 03/2024
Copper Financial Network Llc Lenexa KS 04/2025 Present
Unemployed Leawood KS 04/2024 04/2025
  • 05/2011 → 06/2017
    Montage Securities, Llc
    Leawood, KS
  • 05/2011 → 11/2016
    Montage Investments
    Leawood, KS
  • 11/2016 → 03/2024
    Tortoise Investment Partners, Llc
    Leawood, KS
  • 07/2017 → 03/2024
    Tortoise Securities
    Leawood, KS
  • 04/2025 → Present
    Copper Financial Network Llc
    Lenexa, KS
  • 04/2024 → 04/2025
    Unemployed
    Leawood, KS
Previous Registrations
  • 2016-11-17 → 2023-12-13
    Tortoiseecofin Investments Partners, Llc
    Leawood, KS
    Overland Park, KS
  • 2012-04-13 → 2016-11-17
    Montage Investments, Llc
    Leawood, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-22
  • S66 Uniform Combined State Law Examination
    2011-12-22

View on SEC IAPD

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