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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-01-23
  • CO RA
    APPROVED
    Since 2024-01-23

Branch Locations

2950 E Harmony Rd, Fort Collins, CO 80528 • 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
Edward Jones St Louis MO 08/2016 12/2020
Farmers Financial Solutions Longmont CO 12/2020 05/2021
Farmers Insurance Longmont CO 07/2020 05/2021
Fidelity Investments Greenwood Village CO 05/2021 10/2022
Raymond James Financial Services, Inc. Fort Collins CO 10/2022 10/2023
Raymond James Financial Services Advisors, Inc Fort Collins CO 10/2022 10/2023
Impact Financial Strategies Fort Collins CO 10/2022 10/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 01/2024 Present
Bank Of America N.A. Fort Collins CO 02/2024 Present
  • 08/2016 → 12/2020
    St Louis, MO
  • 12/2020 → 05/2021
    Farmers Financial Solutions
    Longmont, CO
  • 07/2020 → 05/2021
    Farmers Insurance
    Longmont, CO
  • 05/2021 → 10/2022
    Fidelity Investments
    Greenwood Village, CO
  • 10/2022 → 10/2023
    Raymond James Financial Services, Inc.
    Fort Collins, CO
  • 10/2022 → 10/2023
    Fort Collins, CO
  • 10/2022 → 10/2023
    Impact Financial Strategies
    Fort Collins, CO
  • 01/2024 → Present
    Fort Collins, CO
  • 02/2024 → Present
    Bank Of America N.A.
    Fort Collins, CO
Previous Registrations
  • 2022-10-27 → 2023-11-08
    Fort Collins, CO
    Fort Collins, CO
  • 2021-07-16 → 2022-11-01
    Fidelity Personal And Workplace Advisors
    Fort Collins, CO
  • 2017-01-20 → 2020-12-01
    Monument, CO
    Colorado Springs, CO
    Colorado Springs, CO
    St Louis, MO
    Colorado Springs, CO
    Greeley, CO
Other Businesses

I*3279280, Entity Type: Entity Charitable, Name of OBA: Animal Friends Alliance, Address: Fort Collins, Colorado, 80524, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 07/01/2026, No Hours: 5 Monthly, No Hours during Trading: 1 Monthly, Duties: Help with advocacy, fund raising, volunteering. It is an animal rescue/ rehab/ pet adoption organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-17
  • S66 Uniform Combined State Law Examination
    2016-11-17
Other Names
  • Matthew Voelker
  • Matthew Philip Voelker
  • Matthew Phillip Voelker
  • Matt Voelker

View on SEC IAPD

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