Matthew J Peck

Current Employers

Anderson Financial Strategies, Llc

2500 Stratacache Tower 40 N Main St., Dayton, OH 45423 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-05-01

OH RA
APPROVED

Since 2023-05-01

Branch Locations

2500 Stratacache Tower 40 N Main St., Dayton, OH 45423 • 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

Organization	City	State	From	To
Carnegie Investment Counsel	Cincinnati	OH	08/2018	09/2019
Prolink Staffing	Cincinnati	OH	02/2018	05/2018
The Waddington Group	Covington	KY	03/2017	02/2018
Ef Hutton	Springfield	OH	10/2016	12/2016
Wealthshield Partners, Llc	Cary	NC	08/2020	06/2021
Hometown Food Company	Toledo	OH	10/2019	05/2020
Carillon Advisors	Beavercreek	OH	04/2021	04/2022
Alternativ Wealth	Dayton	OH	04/2022	02/2023
Anderson Financial Strategies	Dayton	OH	04/2023	Present

08/2018 → 09/2019

Carnegie Investment Counsel

Cincinnati, OH
02/2018 → 05/2018

Prolink Staffing

Cincinnati, OH
03/2017 → 02/2018

The Waddington Group

Covington, KY
10/2016 → 12/2016

Ef Hutton

Springfield, OH
08/2020 → 06/2021

Wealthshield Partners, Llc

Cary, NC
10/2019 → 05/2020

Hometown Food Company

Toledo, OH
04/2021 → 04/2022

Carillon Advisors

Beavercreek, OH
04/2022 → 02/2023

Alternativ Wealth

Dayton, OH
04/2023 → Present

Anderson Financial Strategies

Dayton, OH

Previous Registrations

2022-04-13 → 2023-02-16

Compound Planning, Inc.

Beavercreek, OH
2021-04-23 → 2022-04-26

Carillon Advisors, Llc

Beavercreek, OH
2020-09-01 → 2021-06-15

Wealthshield Partners, Llc

Beavercreek, OH
2018-12-13 → 2019-09-25

Carnegie Investment Counsel

Cincinnati, OH

Other Businesses

1.) Blue Helmet Club; non-investment related; 630 Glendale Ave, Ottawa OH 45875; Social media manager; 06/2019; 15 hours per year, zero hours during trading hours; manage social media pages for the Ottawa-Glandorf football Booster Club.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-13

S65 Uniform Investment Adviser Law Examination

2018-12-13

Designations

Other Names

Matthew Peck
Matthew Joel Peck

View on SEC IAPD