Matthew Charles Fox

Current Employers

Ithaca Wealth Management

Memphis, TN • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2022-04-22
NY	RA	APPROVED	2021-03-31

TN RA
APPROVED

Since 2022-04-22
NY RA
APPROVED

Since 2021-03-31

Branch Locations

Memphis, TN • 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

Organization	City	State	From	To
Ithaca Wealth Management	Ithaca	NY	03/2020	Present
Dynamic Advisor Solutions	Ithaca	NY	10/2019	02/2020
Tompkins Financial Advisors	Ithaca	NY	11/2014	10/2019
Business Insider Inc.	Memphis	TN	04/2020	05/2025
Ithaca College School Of Business	Ithaca	NY	03/2022	Present

03/2020 → Present

Ithaca Wealth Management

Ithaca, NY
10/2019 → 02/2020

Dynamic Advisor Solutions

Ithaca, NY
11/2014 → 10/2019

Tompkins Financial Advisors

Ithaca, NY
04/2020 → 05/2025

Business Insider Inc.

Memphis, TN
03/2022 → Present

Ithaca College School Of Business

Ithaca, NY

Other Businesses

Ithaca College School of Business (953 Danby Rd, Ithaca, NY 14850) Title: Adjunct Professor in Equity Security Analysis, Fixed Income Analysis (employee) Start: April 2022 Business is not investment related. The position takes up less than 25% of my time, as I teach one class per weekday during the semester that takes up one hour per class. The one-hour long class takes place during securities trading hours. I am responsible for teaching a lesson plan in equity and fixed income analysis courses for students.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-02-01

S65 Uniform Investment Adviser Law Examination

2020-02-01