Matthew Davis

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-08-08

CO RA
APPROVED

Since 2024-08-08

Branch Locations

Golden, CO • United States

Lakewood, CO • 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

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Greenwood Village	CO	05/2020	12/2023
World Financial Group, Inc.	Greenwood Village	CO	10/2019	12/2023
King Soopers	Denver	CO	09/1987	10/2019
Ghost Road Press	Denver	CO	09/2004	12/2016
Uber Technologies, Inc.	San Francisco	CA	12/2020	12/2023
Sprouts Farmers Market	Lakewood	CO	01/2023	12/2023
Lpl Financial Llc	Highlands Ranch	CO	12/2023	Present

05/2020 → 12/2023

Transamerica Financial Advisors, Inc

Greenwood Village, CO
10/2019 → 12/2023

World Financial Group, Inc.

Greenwood Village, CO
09/1987 → 10/2019

King Soopers

Denver, CO
09/2004 → 12/2016

Ghost Road Press

Denver, CO
12/2020 → 12/2023

Uber Technologies, Inc.

San Francisco, CA
01/2023 → 12/2023

Sprouts Farmers Market

Lakewood, CO
12/2023 → Present

Lpl Financial Llc

Highlands Ranch, CO

Other Businesses

1) 12/07/2023- Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date: 11/8/2023 - 160 Hrs/Mth - 8 Hrs During Trading- 100% Time Spent. 2) 12/07/2023 - Sprouts Farmers Market / Other / Assistant Produce manager/ Inv. Related / Wheat Ridge, CO / Start date 01/05/2023 - 35 Hrs/Mth - 2 Hrs During Trading - 25% Time Spent 3) 12/07/2023- One Resource Group / Non-Variable Insurance / Inv. Related / Highlands Ranch, CO / Start date 11/08/2023 - 160 Hrs/Mth - 8 Hrs During Trading - 100% Time Spent. 4) 07/11/2024 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/03/2024 - 128 Hours Per Month/ During Trading 5) 10/30/2024 - Priority Life Consultants - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 08/26/2024 - 8 Hours per Month/ 0 Hours During Trading. 6) 09/25/2025 - Barson Insurance and Financial Services -- Under the Integrity Umbrella - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/29/2025 - 5 Hrs/Mth - 1 Hrs During Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-30
S63	Uniform Securities Agent State Law Examination	2021-06-07

S65 Uniform Investment Adviser Law Examination

2024-07-30
S63 Uniform Securities Agent State Law Examination

2021-06-07