Matthew Gordon Robertson Quattlebaum

Current Employers

Employment History

• 12/2004 → Present
  Wagner Resources Group/H. Beck, Inc
  Mclean, VA
• 02/2005 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 11/2014 → Present
  Broad View Wealth Management, Inc.
  Mclean, VA
• 04/2021 → 12/2021
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 12/2021
  Grove Point Investments, Llc
  Rockville, MD
• 12/2021 → Present
  Lpl Financial Llc
  Mclean, VA
• 12/2021 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2021-04-01 → 2021-12-20
  Grove Point Advisors, Llc
  Rockville, MD
  Mclean, VA
  Rockville, MD
• 2008-03-17 → 2021-04-01
  Grove Point Investments, Llc
  Mclean, VA
  Mclean, VA

Other Businesses

1)12/13/2021 - Wagner Resource Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 1979 2)12/13/2021 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)12/13/2021 - Independent Insurance Agent - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2008 - 2 Hr/Mth 4)12/13/2021 - Broad View Wealth Management - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 11/2014 5) 1/5/2022 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/20/2021 - 1 Hour Per Month During Securities Trading. 6) 01/12/2022 - (Hybrid) Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 12/20/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 7) 01/12/2022 - (Hybrid) Integrated Wealth Concepts - DBA: (Hybrid) Wagner Resource Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 12/20/2021 - 80 Hours Per Month/80 Hours During Securities Trading. 8) 01/12/2022 - (Hybrid) Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 12/20/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 9) 01/12/2022 - (Hybrid) Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 12/20/2021 - 80 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 80 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. 10) 11/18/2022 - No Business Name - Investment Related - Arlington, VA 22206, Arlington, VA 22204 and Etlan, VA 22719 - Real Estate Rental - Owner - Start Date: 01/01/2012 - 2 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-08

Designations

Other Names

• Matt Quattlebaum