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Matthew Ray Haile

LPl Financial LLC

Frisco, TX

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-01
  • TX RA
    APPROVED
    Since 2025-05-01

Branch Locations

2600 Dallas Pkwy Ste 520 Ste 520, Frisco, TX 75034 • 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
First Allied Securtities Oklahoma City OK 04/2017 08/2020
Wilbanks Securities Oklahoma City OK 10/2015 04/2017
Unemployed Oklahoma City OK 08/2020 10/2020
Austin Mitchell Frisco TX 10/2020 11/2020
Austin Mitchell Frisco TX 11/2020 04/2021
Northwestern Mutual Investment Services Llc Frisco TX 11/2020 04/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2020 04/2021
Scf Securities, Inc Fresno CA 05/2021 05/2025
Scf Investment Advisors, Inc Fresno CA 05/2021 05/2025
Lpl Financial Llc Frisco TX 05/2025 Present
  • 04/2017 → 08/2020
    First Allied Securtities
    Oklahoma City, OK
  • 10/2015 → 04/2017
    Wilbanks Securities
    Oklahoma City, OK
  • 08/2020 → 10/2020
    Unemployed
    Oklahoma City, OK
  • 10/2020 → 11/2020
    Austin Mitchell
    Frisco, TX
  • 11/2020 → 04/2021
    Austin Mitchell
    Frisco, TX
  • 11/2020 → 04/2021
    Frisco, TX
  • 12/2020 → 04/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2021 → 05/2025
    Scf Securities, Inc
    Fresno, CA
  • 05/2021 → 05/2025
    Scf Investment Advisors, Inc
    Fresno, CA
  • 05/2025 → Present
    Frisco, TX
Previous Registrations
  • 2021-05-26 → 2025-05-01
    Scf Investment Advisors, Inc.
    Frisco, TX
    San Diego, CA
  • 2020-11-14 → 2021-04-21
    Frisco, TX
  • 2017-08-31 → 2020-08-14
    First Allied Advisory Services, Inc.
    Oklahoma City, OK
Other Businesses

1.03/14/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Tennyson Advisory Group; Investment Related; at Reported Business Location(s); Start Date 06/01/2021; 160hrs/mth; 26hrs during trading 2.03/24/2025; Self-Employed; Real Estate Rental; Investment Related; The Colony,TX; Start Date 06/01/2022; 10hrs/mth; 0hrs during trading 3.11/03/2025; Matt Haile Financial, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 11/10/2025; 160hrs/mth; 160hrs during trading 4.08/26/2026; Crossfit Templum; Coach/ Sports/ Fitness; Not Investment Related; Carrollton,TX; Start Date 09/02/2026; 5hrs/mth; 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-16
  • S66 Uniform Combined State Law Examination
    2017-08-16
Other Names
  • Matt Haile
  • Matthew Haile
  • Matthew R Haile
  • Matthew Haile

View on SEC IAPD

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