Matthew John Merrill

Current Employers

Bright Road Wealth Management, Llc

405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-01

TX RA
APPROVED

Since 2022-01-01

Branch Locations

14493 Spid Unit 402, Corpus Christi, TX 78418 • United States

405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • 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
Bright Road Wealth Management, Llc	Anchorage	AK	03/2021	Present
Southwest Airlines	Houston	TX	01/2018	Present
United States Marine Corps	Quantico	VA	05/1998	01/2018

03/2021 → Present

Bright Road Wealth Management, Llc

Anchorage, AK
01/2018 → Present

Southwest Airlines

Houston, TX
05/1998 → 01/2018

United States Marine Corps

Quantico, VA

Other Businesses

1. Commercial Pilot for Southwest Airlines throughout the USA and serves is Mr. Merrill's main business activity that requires most of Mr. Merrill's time, while most or all securities trading hours are dedicated to this activity. 2 Owner of an independent Real Estate Brokerage in Corpus Christi Texas, registered with Texas Real Estate Commission as "Texas Forever Property". Mr. Merrill dedicates about 63 hours per month to this activity, while about 40 hours during securities trading hours tends to be devoted to this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-30

S65 Uniform Investment Adviser Law Examination

2021-12-30