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Raleigh, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-09 |
| NC | RA | APPROVED | 2021-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plc Wealth Management, Llc | Raleigh | NC | 06/2018 | 08/2021 |
| Quality Equipment, Llc | Fuquay Varina | NC | 06/2013 | 04/2018 |
| Sabbatical | Raleigh | NC | 05/2018 | 06/2018 |
| Miner Wealth Management, Llc | Raleigh | NC | 05/2021 | Present |
(1) Matthew Miner is currently employed as the Founder and Host of the podcast Work Pants Finance and the website, WorkPantsFinance.com. This activity is not investment related. The business is located at Matthew Miner's primary residence. Work Pants Finance and Matthew Miner publish podcasts and articles containing information and entertainment about personal finance and career-related topics. Work Pants Finance began in 2020. This activity accounts for approximately four hours per month and one hour during securities trading hours. (2) Matthew Miner is a Partner at Meiners Homestead. This activity takes place outside of trading hours; the business is not investment-related; Squire Creek Road, Darrington, WA; timber management; partner, along with other owners; start date is 2014; 1 hour per month, not during trading hours; I serve as treasurer for timber revenue for the owner group. (3) Matt Miner is 50% owner of Mr Mower Guy, a commercial landscaping company. This activity is not investment related. The business is located at Matthew Miner's primary residence. Mr Mower Guy provides commercial mowing services. Mr Mower Guy began in 2020. This activity takes approximately 6 hours per month, not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-12 |
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