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Matthew Dodge

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Oswego, OR

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-28
CA RA APPROVED 2022-11-25
  • TX RA
    APPROVED
    Since 2022-11-28
  • CA RA
    APPROVED
    Since 2022-11-25

Branch Locations

6000 Meadows Rd, Lake Oswego, OR 97035 • 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
Apollo Pool And Spas Portland OR 06/2016 09/2019
Wells Fargo Portland OR 11/2020 04/2021
Merrill Lynch Portland OR 10/2021 Present
Unemployed Portland OR 09/2019 11/2020
Unemployed Portland OR 04/2021 10/2021
University Of Oregon Eugene OR 09/2016 06/2020
  • 06/2016 → 09/2019
    Apollo Pool And Spas
    Portland, OR
  • 11/2020 → 04/2021
    Wells Fargo
    Portland, OR
  • 10/2021 → Present
    Merrill Lynch
    Portland, OR
  • 09/2019 → 11/2020
    Unemployed
    Portland, OR
  • 04/2021 → 10/2021
    Unemployed
    Portland, OR
  • 09/2016 → 06/2020
    University Of Oregon
    Eugene, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
  • S66 Uniform Combined State Law Examination
    2022-10-27
Other Names
  • Matthew G Dodge

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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