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Matthew James Foederer

Sovereign Financial Group, Inc.

Mount Pleasant, SC

Stamford, CT

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Current Employers
Sovereign Financial Group, Inc.

35 West Broad Street Suite 100, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-03
  • SC RA
    APPROVED
    Since 2025-06-03

Branch Locations

Mount Pleasant, SC • United States

35 West Broad Street Suite 100, Stamford, CT 06902 • 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
Lpl Financial Llc Charleston SC 06/2024 05/2025
Nc State University Raleigh NC 07/2016 05/2019
Red Robin Cary NC 08/2016 02/2017
Unemployed Raleigh NC 05/2019 07/2019
Ihs Markit Raleigh NC 07/2019 07/2021
Credit Suisse Morrisville NC 07/2021 11/2021
Hilltop Wealth Advisors Chapel Hill NC 11/2021 05/2024
Sovereign Financial Group, Inc. Mount Pleasant SC 05/2025 Present
  • 06/2024 → 05/2025
    Lpl Financial Llc
    Charleston, SC
  • 07/2016 → 05/2019
    Nc State University
    Raleigh, NC
  • 08/2016 → 02/2017
    Red Robin
    Cary, NC
  • 05/2019 → 07/2019
    Unemployed
    Raleigh, NC
  • 07/2019 → 07/2021
    Ihs Markit
    Raleigh, NC
  • 07/2021 → 11/2021
    Credit Suisse
    Morrisville, NC
  • 11/2021 → 05/2024
    Hilltop Wealth Advisors
    Chapel Hill, NC
  • 05/2025 → Present
    Sovereign Financial Group, Inc.
    Mount Pleasant, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-29
Other Names
  • Matthew Foederer

View on SEC IAPD

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