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Matthew Thomas Wallace

Dean Investments

Beavercreek, OH

Dean Financial Services

Beavercreek, OH

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Current Employers
Dean Investments

3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-11-12
  • OH RA
    APPROVED
    Since 2015-11-12

Branch Locations

3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431 • United States

Dean Financial Services

3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-11-12
  • OH RA
    APPROVED
    Since 2015-11-12

Branch Locations

3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431 • 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
C.H. Dean, Llc Beavercreek OH 09/2008 Present
  • 09/2008 → Present
    C.H. Dean, Llc
    Beavercreek, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-11
  • S65 Uniform Investment Adviser Law Examination
    2015-11-11

View on SEC IAPD

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ALEXANDER DANIEL WOLODKIEWICZ
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BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN

Other Offices

EQUITY SERVICES, INC. · BEAVERCREEK, OH
EDWARD JONES · BEAVERCREEK, OH
G. A. REPPLE & COMPANY · BEAVERCREEK, OH
PNC WEALTH MANAGEMENT LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH
LPL FINANCIAL LLC · BEAVERCREEK, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Beavercreek, OH

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