Matthew Russell Prok

Current Employers

Employment History

• 07/2013 → Present
  Lpl Financial Llc
  Rochester, NY

Other Businesses

(1) 07/02/2013: Cornerstone Advisory Group, LLC - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - 100% Time Spent. (2) 09/17/2013: KAFL Insurance Resources - Non-Variable Insurance - INV REL - At Reported Business Location(s) - This is an independent Insurance Brokerage firm that we will occasionally place life insurance, long term care, and fixed annuity business with. - 8% Time Spent. (3) 5/1/2018 - Upstate Special Risk Services, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/18/2018 - 4 Hours Per Month During Securities Trading - Life, LTC, fixed annuities and disability. (4) 3/31/2021 - Prokperties - Investment Related - Rochester, NY 14623 - Real Estate Rental - Started 05/01/2012 - 10 Hours Per Month/1 Hour During Securities Trading. (5) 10/25/2021 - Prok Investment Services - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 10/15/2021 - 160 Hours Per Month/8 Hours During Securities Trading. (6) 3/15/2023 - Pinnacle Wealth Advisors Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - President/sole share holder - Start Date - 11/29/2022 - 160 Hours Per Month/8 Hours During Securities Trading (7) 05/16/2023 - Cornerstone Advisory Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/15/2023 - 170 Hours Per Month/ 140 Hours During Securities

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-11-22
• S63 Uniform Securities Agent State Law Examination
  2012-11-30

Designations

Other Names

• Matthew Prok