Matthew J Boudreaux

Current Employers

Employment History

• 05/2016 → 12/2016
  Massmutual Financial Group
  Ft. Worth, TX
• 01/2017 → 11/2017
  New York Life Insurance Co.
  Austin, TX
• 02/2017 → 11/2017
  Nylife Securities Llc
  Austin, TX
• 11/2017 → 11/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2022 → Present
  Lion Street Financial
  Waco, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Waco, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Waco, TX

Previous Registrations

• 2023-10-23 → 2025-11-03
  Lion Street Advisors, Llc
  Austin, TX
  Waco, TX

Other Businesses

1) MATTHEW BOUDREAUX / ALIGN FINANCIAL SOLUTIONS POSITION: Consultant NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 24 START DATE: 01/01/2017 ADDRESS: 6620 Sendero Lane, Waco TX 76712, United States DESCRIPTION: Assist clients in helping collect their tax information and help them file their federal tax return. 2) INDEPENDENT INSURANCE AGENT POSITION: Consultant NATURE: Independent sales of insurance products when appropriate for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2016 ADDRESS: 400 Austin Ave., Suite 200, Waco TX 76701, United States DESCRIPTION: Independent sales of insurance products when appropriate for clients. 3) HEWITT CHAMBER OF COMMERCE POSITION: Board Member NATURE: The Hewitt Chamber works closely with the city of Hewitt on business, economic and community development. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2023 ADDRESS: 101 3rd St, Hewitt TX 76643, United States DESCRIPTION: As a board member I am expected to attend a monthly board meeting usually scheduled at lunchtime. I also participate in a quarterly planning meeting, and/or public events - not always held during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-22
• S63 Uniform Securities Agent State Law Examination
  2017-09-23

Other Names

• Matthew Boudreaux
• Matt Boudreaux
• Matthew John Boudreaux