Inactive

Matthew Don Batzel

Rwa Wealth Partners

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Current Employers

Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-08-28

CA RA
APPROVED

Since 2024-08-28

Branch Locations

13831 Northwest Freeway, Houston, TX 77040 • United States

Prudential Tower 800 Boylston Street, Boston, MA 02199 • 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

Organization	City	State	From	To
Investools/Td Ameritrade	Draper	UT	07/2006	06/2017
Td Ameritrade	Draper	UT	07/2006	06/2017
Periscope Holdings	American Fork	UT	09/2017	09/2018
Rwa Wealth Partners, Llc	Newton	MA	11/2023	Present
Polaris Wealth Advisory Group, Llc	San Rafael	CA	06/2020	11/2023
Polaris Greystone Financial Group, Llc	Houston	TX	06/2018	06/2020

07/2006 → 06/2017

Investools/Td Ameritrade

Draper, UT
07/2006 → 06/2017

Td Ameritrade

Draper, UT
09/2017 → 09/2018

Periscope Holdings

American Fork, UT
11/2023 → Present

Rwa Wealth Partners, Llc

Newton, MA
06/2020 → 11/2023

Polaris Wealth Advisory Group, Llc

San Rafael, CA
06/2018 → 06/2020

Polaris Greystone Financial Group, Llc

Houston, TX

Previous Registrations

2018-10-01 → 2023-11-07

Polaris Wealth Advisory Group

Houston, TX

Houston, TX
2011-11-15 → 2017-06-21

Td Ameritrade, Inc.

Draper, UT

Draper, UT

Omaha, NE
2011-11-15 → 2017-06-21

Td Ameritrade Investment Management, Llc

Draper, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-11-04

S66 Uniform Combined State Law Examination

2011-11-04

View on SEC IAPD

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