Brad Alexander Matos

Employer firm

Achieving Veritas LLC CRD 327170

$70.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 12/2020
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 11/2016 → 10/2017
  International Languages Service, Inc
  Jacksonville, FL
• 10/2017 → 06/2019
  Southeastern Grocers
  Jacksonville, FL
• 08/2010 → 06/2022
  Full Time Student
  Jacksonville, FL
• 03/2024 → Present
  Achieving Veritas Llc
  St. Augustine, FL
• 01/2024 → Present
  Totus Tuus Consulting
  St. Augustine, FL
• 01/2021 → 01/2024
  Finch Investment Group
  Jacksonville, FL
• 03/2023 → Present
  International Languages Service, Inc.
  Orange Park, FL

Other Businesses

(1)TOTUS TUUS CONSULTING; YES; ST. AUGUSTINE, FL; INSURANCE SALES; INSURANCE AGENT; 01/2024; 80/ HRS MO; 80/ HRS MO; (2) International Languages Service, Inc.; No; Orange park, FL; Language Service Provider; Operations; 03/2023; 20-30/ HRS MO; 0/ HRS MO; Operations, payroll, accounting.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-23
• S63 Uniform Securities Agent State Law Examination
  2020-09-02