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Bradley Alan Mattix

Mattix Wealth Management LLC

Jeffersonville, IN

CRD 6488517

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Employer firm

Mattix Wealth Management LLC CRD 226648

21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mattix Wealth Management Llc

Jeffersonville, IN • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-11-28
GA RA APPROVED 2015-07-09
IN RA APPROVED 2015-07-08
  • TX RA
    APPROVED_RES
    Since 2018-11-28
  • GA RA
    APPROVED
    Since 2015-07-09
  • IN RA
    APPROVED
    Since 2015-07-08

Branch Locations

Jeffersonville, IN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mattix Wealth Management, Llc Loganville GA 04/2015 Present
Bradley Mattix - Sole Prorietor Loganville GA 05/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-14
  • S65 Uniform Investment Adviser Law Examination
    2015-04-14

View on SEC IAPD

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