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Matthew Dwayne Bates

Four Quadrant Wealth Advisors, Inc.

Carmel, IN

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Current Employers
Four Quadrant Wealth Advisors, Inc.

11939 N Meridian St Ste 225, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-09-22
  • IN RA
    APPROVED
    Since 2024-09-22

Branch Locations

11939 N Meridian St Ste 225, Carmel, IN 46032 • 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
OrganizationCityStateFromTo
Gwfs Equities, Inc. Indianapolis IN 05/2015 05/2022
Primerica Financial Services Indianapolis IN 05/2024 09/2024
Pfs Investments Inc. Indianapolis IN 05/2024 09/2024
Link To Learn Behavior Therapy Noblesville IN 05/2022 04/2024
Advised Assets Group, Llc Greenwood Village CO 05/2016 05/2022
Four Quadrant Wealth Advisors, Inc. Carmel IN 07/2024 Present
  • 05/2015 → 05/2022
    Gwfs Equities, Inc.
    Indianapolis, IN
  • 05/2024 → 09/2024
    Primerica Financial Services
    Indianapolis, IN
  • 05/2024 → 09/2024
    Pfs Investments Inc.
    Indianapolis, IN
  • 05/2022 → 04/2024
    Link To Learn Behavior Therapy
    Noblesville, IN
  • 05/2016 → 05/2022
    Advised Assets Group, Llc
    Greenwood Village, CO
  • 07/2024 → Present
    Four Quadrant Wealth Advisors, Inc.
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-09
  • S66 Uniform Combined State Law Examination
    2005-05-09
Designations

View on SEC IAPD

Other Firms

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OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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