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Matthew Rene Brunner

Raymond James & Associates, Inc.

Cottonwood Heights, UT

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-09
UT RA APPROVED 2021-07-12
  • TX RA
    APPROVED_RES
    Since 2025-01-09
  • UT RA
    APPROVED
    Since 2021-07-12

Branch Locations

6985 Union Park Ave Suite 500, Cottonwood Heights, UT 84047 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 06/2014 07/2021
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2021
Raymond James & Associates Salt Lake City UT 07/2021 Present
  • 06/2014 → 07/2021
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → 07/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2021 → Present
    Raymond James & Associates
    Salt Lake City, UT
Previous Registrations
  • 2018-07-13 → 2021-07-12
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2015-08-24 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-25
S63 Uniform Securities Agent State Law Examination 2014-08-21
  • S66 Uniform Combined State Law Examination
    2015-07-25
  • S63 Uniform Securities Agent State Law Examination
    2014-08-21
Other Names
  • Matthew Rene Brunner
  • Matthew Brunner

View on SEC IAPD

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS , UT
LIDO · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS, UT
LPL FINANCIAL LLC · MIDVALE, UT
LPL FINANCIAL LLC · COTTONWOOD HEIGHTS, UT
PRIME CAPITAL FINANCIAL · Cottonwood Heights, UT
SEQUOIA FINANCIAL GROUP, L.L.C. · Cottonwood Heights, UT
OSAIC WEALTH, INC. · COTTONWOOD HEIGHTS, UT

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