Matthew Tyler Simon

Current Employers

Employment History

• 04/2021 → 08/2023
  Securian Financial Services
  Saint Paul, MN
• 04/2021 → 08/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 04/2021 → 02/2025
  Mid Atlantic Resource Group
  Wall, NJ
• 05/2018 → 04/2021
  Provident Bank
  Ocean Township, NJ
• 10/2017 → 05/2018
  Gold's Gym
  Howell, NJ
• 09/2013 → 06/2017
  Jackson Liberty High School
  Jackson, NJ
• 05/2017 → 09/2017
  Romans Pizzeria
  Jackson, NJ
• 08/2023 → 02/2025
  Cetera Advisor Networks Llc
  Wall, NJ
• 08/2023 → 02/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Lpl Financial
  Holmdel, NJ
• 02/2025 → Present
  Fortis Wealth Group D/B/A Medtech Financial
  Holmdel, NJ
• 05/2021 → 02/2025
  Marg Financial
  Wall, NJ

Previous Registrations

• 2023-08-10 → 2025-02-18
  Cetera Investment Advisers Llc
  Wall, NJ
• 2021-07-07 → 2023-08-10
  Securian Financial Services, Inc.
  Wall, NJ
  St. Paul, MN

Other Businesses

1) 02/2025 - Simon Wealth Group / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 5 Hrs per month - 3 % Time Spent 2) 02/2025 - Fortis Agency / Non-Variable Insurance / Inv Related / Holmdel, NJ 07733 / Start date 02/17/2025 - 20 hrs per month - 20% Time Spent 3) 02/2025 - 218 Foundry Street Trust / Real Estate Rental / Inv Related / Florence, NJ 08518 / Start date 11/15/2024 - 5 Hrs per month - 2% Time Spent 4) 02/2025 - Fortis Wealth Group, LLC / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s) 20 hrs per month - 20 % Time Spent 5) 02/26/2025 - Fortis Wealth Group, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:02/17/2025 - 20 Hrs/Mth - 5 Hrs During Trading. 6) 02/26/2025 - Fortis Group Advisors LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:02/17/2025 - 20 Hrs/Mth - 5 Hrs During Trading.I provide investment advisory services through Fortis Group Advisors LLC, an independent investment advisor firm. I started this business activity in 02/2025. I expect to spend approximately 20 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. 7) 07/06/2026 - MedTech Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/16/2026 - 160 hours per month/ 120 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2021-06-16

Designations