Brian Matthews

Current Employers

Employment History

• 04/2015 → 03/2018
  Neuberger Berman Llc
  New York, NY
• 03/2018 → 05/2021
  Goldman Sachs & Co. Llc
  New York, NY
• 06/2021 → 05/2022
  Concourse Financial Group Securities (Proequities, Inc.)
  Fargo, ND
• 07/2021 → 11/2022
  (Dba) Capital Resource Management
  Fargo, ND
• 12/2022 → 12/2024
  Domain Money Advisors, Llc
  Austin, TX
• 01/2025 → 02/2025
  Concourse Financial Group Securities Inc
  Fargo, ND
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Fargo, ND
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Capital Resource Management
  Fargo, ND
• 09/2025 → Present
  Financial Educators Network
  Grand Forks, ND

Previous Registrations

• 2025-02-20 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Fargo, ND
  Birmingham, AL
• 2023-03-21 → 2025-01-02
  Domain Money Advisors, Llc
  New York, NY
  Fargo, ND
• 2021-06-18 → 2022-05-24
  Concourse Financial Group Securities, Inc.
  Fargo, ND
• 2015-04-07 → 2018-03-20
  Neuberger Berman Bd Llc
  New York, NY

Other Businesses

1) NAME OF OTHER BUSINESS: CAPITAL RESOURCE MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 2) NAME OF OTHER BUSINESS: FINANCIAL EDUCATORS NETWORK; INVESTMENT RELATED: NO; ADDRESS: 4200 JAMES RAY DR GRAND FORKS, ND 58202; NATURE OF BUSINESS: FINANCIAL EDUCATION; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: INSTRUCTION ON PRE-FABRICATED FINANCIAL LITERACY PRESENTATIONS FOR PEOPLE PREPARING FOR RETIREMENT;

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-27
• S66 Uniform Combined State Law Examination
  2013-12-23

Designations

Other Names

• Brian Joseph Matthews
• Brian Matthews