Matthew David Tuft

Current Employers

Employment History

• 01/2016 → 01/2017
  The Leaders Group Inc
  Littleton, CO
• 01/2016 → 01/2017
  Trumark Financial
  Pleasanton, CA
• 01/2017 → 06/2018
  Saybrus Equity Services
  Hartford, CT
• 01/2017 → 06/2018
  Saybrus Partners
  Hartford, CT
• 07/2018 → 09/2022
  P.J. Robb Variable Corp.
  Denver, CO
• 07/2018 → 09/2022
  Crump Life Insurance Services
  Harrisburg, PA
• 10/2022 → 01/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 11/2022 → 01/2024
  Bank Of America N.A.
  Denver, CO
• 01/2024 → Present
  Panoramic Investment Advisors
  Denver, CO

Previous Registrations

• 2022-11-15 → 2024-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO

Other Businesses

1. LIVWELL WEALTH MANAGEMENT LLC; INVESTMENT RELATED; 2410 QUITMAN ST. DENVER, CO 80212. INSURANCE SALES. FINANCIAL ADVISOR; START DATE: 2024; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS; 0 HOURS/MONTH OUTSIDE OF SECURITIES TRADING HOURS; SALE OF FIXED OR INDEXED LIFE INSURANCE OR ANNUITIES. 2. RESIDENTIAL RENTAL PROPERTY 288 W. BEAVER CREEK BLVD. UNIT H4 AVON, CO (12/2014) AND 8205 E 86th Terrace, Raytown, MO); NOT INVESTMENT RELATED; OWNER; 0-1 HOURS PER MONTH NONE DURING SECURITIES TRADING HOURS. 3. COLORADO VILLAGE COLLABORATIVE; NON-INVESTMENT RELATED; DENVER, COLORADO; CHARITABLE ORGANIZATION; BOARD MEMBER; START DATE: JUNE 2023; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; 10 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; BUILD SAFE OUTDOOR SPACES FOR THOSE EXPERIENCING HOMELESSNESS.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-01
• S63 Uniform Securities Agent State Law Examination
  2004-02-25

Designations