Joseph Matthew Suarez

$1.80B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-06-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
U.S. Bancorp Advisors, Llc	Nashville	TN	06/2026	Present
Unemployed	Goshen	NY	05/2018	01/2019
Middletown Honda	Middletown	NY	05/2017	08/2017
Rensselaer Polytechnic Institute	Troy	NY	08/2014	05/2018
Axa Advisors, Llc	New York	NY	01/2019	09/2019
Jpmorgan Chase Bank	Monroe	NY	05/2020	10/2022
Jpmorgan Securities Llc	Monroe	NY	05/2020	10/2022
Experis Us Inc	Secaucus	NJ	09/2019	04/2020
Ernst & Young Investment Advisers Llp	Secaucus	NJ	09/2019	04/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Nashville	TN	11/2022	05/2026
Bank Of America, N.A.	Nashville	TN	01/2023	05/2026

06/2026 → Present

U.S. Bancorp Advisors, Llc

Nashville, TN
05/2018 → 01/2019

Unemployed

Goshen, NY
05/2017 → 08/2017

Middletown Honda

Middletown, NY
08/2014 → 05/2018

Rensselaer Polytechnic Institute

Troy, NY
01/2019 → 09/2019

Axa Advisors, Llc

New York, NY
05/2020 → 10/2022

Jpmorgan Chase Bank

Monroe, NY
05/2020 → 10/2022

Jpmorgan Securities Llc

Monroe, NY
09/2019 → 04/2020

Experis Us Inc

Secaucus, NJ
09/2019 → 04/2020

Ernst & Young Investment Advisers Llp

Secaucus, NJ
11/2022 → 05/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nashville, TN
01/2023 → 05/2026

Bank Of America, N.A.

Nashville, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-18

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