Inactive

Matthew C. Kline

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Current Employers

Choreo, Llc

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-03-13

PA RA
APPROVED

Since 2026-03-13

Branch Locations

3435 Winchester Road Suite 102, Allentown, PA 18104 • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • 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
Jpmorgan Securities Llc	Newark	DE	09/2015	10/2016
Jpmorgan Chase Bank	Newark	DE	08/2014	10/2016
Morgan Stanley & Co., Llc	Baltimore	MD	10/2016	05/2021
Chesapeake Financial Advisors	Towson	MD	06/2021	05/2023
Herbein Financial Group, Llc	Wyomissing	PA	05/2023	03/2026
Choreo, Llc	Allentown	PA	03/2026	Present

09/2015 → 10/2016

Jpmorgan Securities Llc

Newark, DE
08/2014 → 10/2016

Jpmorgan Chase Bank

Newark, DE
10/2016 → 05/2021

Morgan Stanley & Co., Llc

Baltimore, MD
06/2021 → 05/2023

Chesapeake Financial Advisors

Towson, MD
05/2023 → 03/2026

Herbein Financial Group, Llc

Wyomissing, PA
03/2026 → Present

Choreo, Llc

Allentown, PA

Previous Registrations

2023-06-15 → 2026-03-12

Herbein Financial Group, Llc

Wyomissing, PA

Allentown, PA
2021-07-03 → 2023-05-23

Chesapeake Financial Advisors

Towson, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-02

S65 Uniform Investment Adviser Law Examination

2021-07-02

Other Names

Matt Kline
Matthew C Kline
Matthew C Kline
Matthew Christian Kline

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

SECTOR ANALYSTS LLC

LOMBARD ADVISERS INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

ERICKSON FINANCIAL GROUP, LLC

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Jessica Ann Paretta

JOHN DAVID TUMOLO

PATRICK JAMES HUTCHINSON

DAVID FREDERICK GUENSCH

REKHA MUKESH TRIVEDI

ALIASGHER NURALI SOMJI

Timothy O'Connors

Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA

SECTOR ANALYSTS LLC · ALLENTOWN, PA

LOMBARD ADVISERS INCORPORATED · Allentown, PA

WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA

J.P. MORGAN SECURITIES LLC · Trexlertown, PA

ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA

CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA

AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

More in Allentown, PA

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