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Matthew G. Medlin

Clark Nuber Wealth Management

Bellevue, WA

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Current Employers
Clark Nuber Wealth Management

555 110Th Ave Ne Suite 700, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-12-03
  • WA RA
    APPROVED
    Since 2024-12-03

Branch Locations

555 110Th Ave Ne Suite 700, Bellevue, WA 98004 • 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
Clark Nuber P.S. Bellevue WA 05/2014 Present
Clark Nuber Wealth Management, Llc Bellevue WA 12/2024 Present
Learning Suite, Inc. Seattle WA 12/2015 12/2022
  • 05/2014 → Present
    Clark Nuber P.S.
    Bellevue, WA
  • 12/2024 → Present
    Clark Nuber Wealth Management, Llc
    Bellevue, WA
  • 12/2015 → 12/2022
    Learning Suite, Inc.
    Seattle, WA
Other Businesses

(1) Gesa Credit Union; not investment-related; Richland, Washington; Supervisory Committee Vice Chair; Start date: 2016 (w/predecessor); 8 hours/mo; 1 hour/mo during trading; similar to audit committee. (2) University of Washington, Foster School of Business; not investment-related; Seatte, Washington; Lecturer; Starte date: 2024; 24 hours/mo; 20 hours/mo during trading; teach finance classes. (3) Gallery Namaste LLC; not-investment related; Seattle, Washington; retail store; Financial Officer; Start date: 2004; 8 hours/mo; 0 hours/mo during trading; Finacial Officer duties for retail store owned by spouse; compile accounting records and prepare tax filings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-07
  • S65 Uniform Investment Adviser Law Examination
    2024-09-07

View on SEC IAPD

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