Matthew Joseph Black

Current Employers

Employment History

• 05/2018 → 07/2022
  Charles Schwab & Co., Inc.
  Leawood, KS
• 05/2018 → 07/2022
  Charles Schwab Bank
  Leawood, KS
• 01/2017 → 05/2018
  State Street Corporation
  Kansas City, MO
• 08/2013 → 12/2016
  Saint Louis University
  Saint Louis, MO
• 07/2022 → 02/2024
  Miller Retirement Group
  Overland Park, KS
• 09/2022 → 02/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2024 → 05/2024
  Securities America, Inc.
  Overland Park, KS
• 02/2024 → 05/2024
  Arbor Point Advisors
  Overland Park, KS
• 05/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2024 → Present
  Cooper Mcmanus
  Irvine, CA

Previous Registrations

• 2024-02-16 → 2024-05-01
  Arbor Point Advisors
  Overland Park, KS
• 2022-09-01 → 2024-02-02
  Ae Wealth Management, Llc
  Overland Park, KS
• 2019-05-10 → 2022-07-22
  Charles Schwab & Co., Inc.
  Leawood, KS
  Clayton, MO

Other Businesses

1) COOPER MCMANUS, 7304 W 130TH ST SUITE 350 OVERLAND PARK KS, 05/2024, IAR, RIA AFFILIATION, INV REL, 160 HR/MO 120 HR/MO TRADING 2) MATT J BLACK, 7304 W 130TH ST SUITE 350 OVERLAND PARK KS, 04/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 8 HR/MO 4 HR/MO TRADING 3) LARSON FINANCIAL SERVICES INC, 7304 W 130TH ST SUITE 350 OVERLAND PARK KS, 05/2024, W2 EMPLOYEE, DBA, INV REL, 160 HR/MO 120 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2024, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING 5) LARSON FINANCIAL SERVICES INC, 12600 S QUIVIRA RD OVERLAND PARK KS, 10/2024, COURSE INSTRUCTOR, FINANCIAL EDUCATION, NIR, 8 HR/MO 8 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-10
• S63 Uniform Securities Agent State Law Examination
  2018-11-30

Designations