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Matthew Dallas

Portfolio Guide

St. Louis, MO

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Current Employers
Portfolio Guide

St. Louis, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-08-12
  • MO RA
    APPROVED
    Since 2025-08-12

Branch Locations

St. Louis, MO • 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
Msmf Wealth Management St. Louis MO 01/2016 10/2020
Cetera Financial Specialists Schaumburg IL 03/2016 10/2020
Cetera Investment Advisers, Llc Schaumburg IL 04/2016 10/2020
Family Health Care Of Hendersonville Hendersonville TN 08/2019 10/2020
Buckingham Strategic Wealth Clayton MO 10/2020 06/2025
Cetera Financial Specialists Llc Schaumburg IL 03/2022 06/2025
Cetera Investment Advisers Llc Schaumburg IL 03/2022 06/2025
Portfolio Guide St. Louis MO 05/2025 Present
  • 01/2016 → 10/2020
    Msmf Wealth Management
    St. Louis, MO
  • 03/2016 → 10/2020
    Cetera Financial Specialists
    Schaumburg, IL
  • 04/2016 → 10/2020
    Schaumburg, IL
  • 08/2019 → 10/2020
    Family Health Care Of Hendersonville
    Hendersonville, TN
  • 10/2020 → 06/2025
    Buckingham Strategic Wealth
    Clayton, MO
  • 03/2022 → 06/2025
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 03/2022 → 06/2025
    Schaumburg, IL
  • 05/2025 → Present
    St. Louis, MO
Previous Registrations
Other Businesses

BURROUGH LANE HOME OWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOA; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COLLECT ANNUAL DUES & PAY FOR LANE SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-19
S63 Uniform Securities Agent State Law Examination 2015-11-14
  • S66 Uniform Combined State Law Examination
    2016-04-19
  • S63 Uniform Securities Agent State Law Examination
    2015-11-14
Designations
Other Names
  • Matt Dallas

View on SEC IAPD

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