Matthew James Daniels

Current Employers

Employment History

• 03/2017 → 04/2020
  117 Boxing Llc/ Dba Rock Steady Boxing Nky
  Wilder, KY
• 08/2011 → 03/2017
  Unemployed
  Newport, KY
• 04/2020 → 03/2023
  Fidelity Brokerage Services Llc
  Covington, KY
• 03/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-05-28 → 2023-04-05
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2020 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL GROUP, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2023 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2021-05-21
• S63 Uniform Securities Agent State Law Examination
  2020-07-31

Other Names

• Matthew James Daniels
• Matthew Daniels