Matthew Hui Paul Montefusco

Current Employers

Employment History

• 09/2020 → 08/2023
  Miracle Mile Advisors, Llc
  Los Angeles, CA
• 09/2016 → 06/2020
  University Of California, Los Angeles
  Los Angeles, CA
• 06/2019 → 08/2019
  Wells Fargo Bank, Na
  Los Angeles, CA
• 06/2018 → 09/2018
  Pinnacle Capital Management, Llc
  Century City, CA
• 06/2017 → 09/2017
  Bowen Advisors
  Boston, MA
• 08/2023 → Present
  Lpl Financial Llc
  Encino, CA

Previous Registrations

• 2020-11-02 → 2023-10-19
  Composition Wealth, Llc
  Los Angeles, CA

Other Businesses

1) 10/2023 - POINTWEALTH CAPITAL MANAGEMENT / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 11/07/2023 - POINTWEALTH CAPITAL MANAGEMENT / DBA Golden State Wealth Management GOLDEN STATE WEALTH MANAGEMENT LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 10/16/2023 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 11/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-29
• S65 Uniform Investment Adviser Law Examination
  2020-11-02