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Matthew Haraburda

Wellfull

Harleysville, PA

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Current Employers
Wellfull

272 Ruth Road, Harleysville, PA 19438 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-05-21
  • PA RA
    APPROVED
    Since 2023-05-21

Branch Locations

272 Ruth Road, Harleysville, PA 19438 • 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
Morgan Stanley Smith Barney Llc Purchase NY 06/2013 09/2016
Morgan Stanley New York NY 09/2016 06/2017
Morgan Stanley & Co. Llc New York NY 09/2016 06/2017
Radcliffe Group Bala Cynwyd PA 06/2017 05/2021
Fortress Investment Group New York NY 05/2021 04/2023
Bernardo Wealth Planning Harleysville PA 05/2023 Present
  • 06/2013 → 09/2016
    Morgan Stanley Smith Barney Llc
    Purchase, NY
  • 09/2016 → 06/2017
    Morgan Stanley
    New York, NY
  • 09/2016 → 06/2017
    Morgan Stanley & Co. Llc
    New York, NY
  • 06/2017 → 05/2021
    Radcliffe Group
    Bala Cynwyd, PA
  • 05/2021 → 04/2023
    Fortress Investment Group
    New York, NY
  • 05/2023 → Present
    Bernardo Wealth Planning
    Harleysville, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-08-01
  • S63 Uniform Securities Agent State Law Examination
    2013-08-01
Designations
Other Names
  • Matthew Harrell Haraburda

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
SUMMIT FINANCIAL, LLC

Other Investors

SANDRA ELAINE GOODSTEIN
CHRISTOPHER ANTHONY CORTESE
KAREN BETH MCINTYRE
MARK DAVID KEMP
Luke Childs
TODD ALEXANDER LITTLE
Sean Kieran Larkin
DANIEL S MELVILLE

Other Offices

WESCOTT FINANCIAL ADVISORY GROUP LLC · Harleysville, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · HARLEYSVILLE, PA
CETERA INVESTMENT ADVISERS LLC · HARLEYSVILLE, PA
LPL FINANCIAL LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
EAGLE STRATEGIES LLC · HARLEYSVILLE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Harleysville, PA

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