Matthew Thomas Marcom

Current Employers

Employment History

• 12/2008 → 04/2019
  Next Financial Group
  San Antonio, TX
• 04/2019 → 11/2024
  Cetera Advisors Llc
  Denver, CO
• 02/2011 → Present
  Expert Witness
  Georgetown, TX
• 03/2024 → 11/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2024 → Present
  Independent Financial Group, Llc
  Georgetown, TX

Previous Registrations

• 2024-03-21 → 2024-11-07
  Cetera Investment Advisers Llc
  San Antonio, TX
  Georgetown, TX
• 2019-04-22 → 2024-03-21
  Cetera Advisors Llc
  Georgetown, TX
  Greenwood Village, CO
  San Antonio, TX
• 2008-12-12 → 2019-04-23
  Next Financial Group, Inc.
  San Antonio, TX
  Houston, TX
  Georgetown, TX
• 2004-11-08 → 2009-01-09
  Investment Professionals, Inc.
  Owasso, OK
  Oklahoma City, OK
  Frederick, OK
  Jacksonville, AR
  Tazewell, TN
  Little Rock, AR
  Cherokee Village, AR
  Little Rock, AR
  Little Rock, AR
  Ozark, AR
  Ash Flat, AR
  Altus, OK
  Oklahoma City, OK
  Harrison, AR
  Bloomfield, IA
  Fort Smith, AR
  Conway, AR
  Bryant, AR
  Warren, AR
  Greenwood, AR
  Springfield, MO
  Morgan City, LA
  Little Rock, AR
  Little Rock, AR
  Watonga, OK
  Eunice, LA
  Neenah, WI
  Opelousas, LA
  West Plains, MO
  Middlesboro, KY
  Topeka, KS
  Duluth, GA
  Thomasville, GA
  Monroe, LA
  Waynesboro, GA
  San Antonio, TX
  Opelika, AL
  Smyrna, GA
  Wichita Falls, TX
  San Antonio, TX
  Heber Springs, AR
  Boerne, TX
  Spring Branch, TX
  Goldthwaite, TX
  Salida, CO
  Santa Fe, NM
  Austin, TX
  Unionville, MO
  Hope, KS
  Santa Fe, NM
  San Antonio, TX
  Woodville, TX
  Edmond, OK
  Marshall, MO
  Tallahassee, FL
  New Braunfels, TX
  Seguin, TX
  Denton, TX
  Austin, TX
  Nevada, MO
  Lamar, MO
  Yoakum, TX
  El Campo, TX
  Bay City, TX
  Edna, TX
  Waco, TX
  Kingsland, TX
  Clute, TX
  Jenks, OK
  Goodland, KS
  St. Francisville, LA
  Midland, TX
  Paola, KS
  Athens, TX
  Colorado Springs, CO
  Frisco, TX
  Martinez, GA
  Brenham, TX
  Houston, TX
  Alpine, TX
  Athens, TX
  Mcallen, TX
  Batesville, AR
  Mountain Home, AR
  New Braunfels, TX
  Lake Dallas, TX
  Magnolia, AR
  Camden, AR
  Water Valley, MS
  West Helena, AR
  Jacksonville, TX
  Winnsboro, TX
  Mt Pleasant, TX
  North Little Rock, AR
  San Antonio, TX
  Arkadelphia, AR
  Hot Springs, AR
  Waco, TX
  Texarkana, TX
  St. Martinville, LA
• 2006-03-28 → 2006-12-31
  S.B. Value Partners, L.P.
  San Antonio, TX

Other Businesses

(1) NAME OF OTHER BUSINESS: EXPERT WITNESS; INVESTMENT RELATED: NO; ADDRESS: 1109 FLINT RIDGE TRAIL, GEORGETOWN, TX 78628; NATURE OF BUSINESS: EXPERT WITNESS IN SECURITIES LITIGATION; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: EXPERT WITNESS; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: TESTIFY AS AN EXPERT IN SECURITIES LITIGATION; (2) NAME OF OTHER BUSINESS: STRATEGIC WEALTH SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2013; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; EXPERT WITNESS POSITION: Independent Contractor NATURE: Attorney, Legal Services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2011 ADDRESS: 1109 Flint Ridge Trail, Georgetown TX 78628, United States DESCRIPTION: prepare reports and testify in industry cases STRATEGIC WEALTH SOLUTIONS POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 12/18/2008 ADDRESS: 1109 Flint Ridge Trail, Georgetown TX 78628, United States DESCRIPTION: DBA for my investment practice DOUBLEEAGLE29 LLC POSITION: General Partner NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2025 ADDRESS: 1109 Flint Ridge Trail, Georgetown TX 78628, United States DESCRIPTION: Management and Advisory Services for Strategic Wealth Solutions

Exams

• S66 Uniform Combined State Law Examination
  2005-03-08
• S63 Uniform Securities Agent State Law Examination
  1998-12-28