Matthew Meska

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-11-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Caliber Home Loans	Coppell	TX	08/2020	03/2022
Rkm General Contractors	Dallas	TX	12/2017	08/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	05/2022	04/2023
Zocados Llc	Carrollton	TX	11/2015	08/2019
Northwestern Mutual	Fayetteville	AR	04/2018	09/2018
University Of Arkansas	Fayetteville	AR	08/2016	05/2020
Bank Of America, N.A.	Dallas	TX	09/2022	03/2023
Pip House Llc Dallas, Tx	Irving	TX	03/2023	10/2024
J.P. Morgan Securities Llc	Dallas	TX	10/2024	Present
Jpmorgan Chase Bank, N.A.	Dallas	TX	10/2024	Present
Unemployed	Houston	TX	04/2022	04/2022
Unemployed	Houston	TX	06/2020	07/2020

08/2020 → 03/2022

Caliber Home Loans

Coppell, TX
12/2017 → 08/2019

Rkm General Contractors

Dallas, TX
05/2022 → 04/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
11/2015 → 08/2019

Zocados Llc

Carrollton, TX
04/2018 → 09/2018

Northwestern Mutual

Fayetteville, AR
08/2016 → 05/2020

University Of Arkansas

Fayetteville, AR
09/2022 → 03/2023

Bank Of America, N.A.

Dallas, TX
03/2023 → 10/2024

Pip House Llc Dallas, Tx

Irving, TX
10/2024 → Present

J.P. Morgan Securities Llc

Dallas, TX
10/2024 → Present

Jpmorgan Chase Bank, N.A.

Dallas, TX
04/2022 → 04/2022

Unemployed

Houston, TX
06/2020 → 07/2020

Unemployed

Houston, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-28

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