Matheson Dain Ladd

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-04-14
TX	RA	APPROVED	2025-04-01
AR	RA	APPROVED	2025-01-17

Branch Locations

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

Organization	City	State	From	To
University Of South Carolina	Columbia	SC	08/2017	05/2021
Northside High School	Fort Smith	AR	08/2014	05/2017
Luther Stem Pools And Spas	Fort Smith	AR	05/2017	08/2017
Raymond James- Ladd Wealth Advisors	Fort Smith	AR	07/2019	01/2022
Raymond James Financial Services, Inc.	Fort Smith	AR	01/2022	10/2023
Ladd Wealth Advisors Llc	Fort Smith	AR	08/2019	10/2023
Raymond James Financial Services Advisors, Inc	Fort Smith	AR	08/2023	10/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mount Pleasant	SC	10/2023	12/2024
Il Giorgione Pizzeria And Wine Bar	Columbia	AR	08/2020	07/2021
Sports Promotions Group	Hillsborough	NC	05/2019	08/2019
Dicks Sporting Goods	Fort Smith	AR	05/2020	08/2020
Augusta National Golf Course	Augusta	GA	04/2018	04/2019
Harper Dental	Fort Smith	AR	08/2016	11/2016
Bank Of America N.A.	Mount Pleasant	SC	11/2023	12/2024
Raymond James Financial Services, Inc.	Fort Smith	AR	01/2025	Present
Raymond James Financial Services Advisors, Inc	Fort Smith	AR	01/2025	Present
Ladd Wealth Advisors Llc	Fort Smith	AR	08/2019	Present

08/2017 → 05/2021

University Of South Carolina

Columbia, SC
08/2014 → 05/2017

Northside High School

Fort Smith, AR
05/2017 → 08/2017

Luther Stem Pools And Spas

Fort Smith, AR
07/2019 → 01/2022

Raymond James- Ladd Wealth Advisors

Fort Smith, AR
01/2022 → 10/2023

Raymond James Financial Services, Inc.

Fort Smith, AR
08/2019 → 10/2023

Ladd Wealth Advisors Llc

Fort Smith, AR
08/2023 → 10/2023

Raymond James Financial Services Advisors, Inc

Fort Smith, AR
10/2023 → 12/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Pleasant, SC
08/2020 → 07/2021

Il Giorgione Pizzeria And Wine Bar

Columbia, AR
05/2019 → 08/2019

Sports Promotions Group

Hillsborough, NC
05/2020 → 08/2020

Dicks Sporting Goods

Fort Smith, AR
04/2018 → 04/2019

Augusta National Golf Course

Augusta, GA
08/2016 → 11/2016

Harper Dental

Fort Smith, AR
11/2023 → 12/2024

Bank Of America N.A.

Mount Pleasant, SC
01/2025 → Present

Raymond James Financial Services, Inc.

Fort Smith, AR
01/2025 → Present

Raymond James Financial Services Advisors, Inc

Fort Smith, AR
08/2019 → Present

Ladd Wealth Advisors Llc

Fort Smith, AR

Ladd Wealth Advisors LLC Not investment related Fort Smith, AR DBA/Support Company Advisor 8/2019 0 hrs per month 0 hrs during trading hrs

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-24
S63	Uniform Securities Agent State Law Examination	2023-06-22

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