Matthew Trogdon

Current Employers

Craftwork Capital Llc

201 N. Union St Suite 110, Alexandria, VA 22314 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-02-09
PA	RA	APPROVED	2024-01-02
NY	RA	APPROVED	2023-06-12
NC	RA	APPROVED	2023-04-11
MD	RA	APPROVED	2023-01-03
CA	RA	APPROVED	2022-05-10
DC	RA	APPROVED	2021-11-29
VA	RA	APPROVED	2021-10-07

FL RA
APPROVED

Since 2024-02-09
PA RA
APPROVED

Since 2024-01-02
NY RA
APPROVED

Since 2023-06-12
NC RA
APPROVED

Since 2023-04-11
MD RA
APPROVED

Since 2023-01-03
CA RA
APPROVED

Since 2022-05-10
DC RA
APPROVED

Since 2021-11-29
VA RA
APPROVED

Since 2021-10-07

Branch Locations

Arlington, VA • United States

201 N. Union St Suite 110, Alexandria, VA 22314 • 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
Cambridge Investment Research	Fairfield	IA	05/2019	08/2021
Cambridge Investment Research	Fairfield	IA	05/2019	08/2021
Motley Fool Asset Management	Alexandria	VA	09/2014	05/2019
Motley Fool Asset Management	Alexandria	VA	09/2014	05/2019
Capital Asset Management Group	Washington	DC	05/2019	08/2021
Capital Investment Advisors, Inc.	Washington	DC	04/2020	09/2021
Craftwork Capital Llc	Alexandria	VA	10/2021	Present
Babson Financial Literacy Project	Babson Park	MA	03/2021	Present
The Humble Dollar Website	Philadelphia	PA	09/2021	Present

05/2019 → 08/2021

Cambridge Investment Research

Fairfield, IA
05/2019 → 08/2021

Cambridge Investment Research

Fairfield, IA
09/2014 → 05/2019

Motley Fool Asset Management

Alexandria, VA
09/2014 → 05/2019

Motley Fool Asset Management

Alexandria, VA
05/2019 → 08/2021

Capital Asset Management Group

Washington, DC
04/2020 → 09/2021

Capital Investment Advisors, Inc.

Washington, DC
10/2021 → Present

Craftwork Capital Llc

Alexandria, VA
03/2021 → Present

Babson Financial Literacy Project

Babson Park, MA
09/2021 → Present

The Humble Dollar Website

Philadelphia, PA

Previous Registrations

2020-05-28 → 2021-09-03

Capital Investment Advisors

Washington D.C., DC

Other Businesses

(1) Business Name: Babson Financial Literacy Project; Investment Related: Yes; Business Address: Babson College, 231 Forest Street Babson Park, MA 02457; Nature of Other Business: Teaching; Position/Title: Financial Literacy Workshop Instructor; Start Date: March 2021; Approximate # of hours/month: 5; Approximate # of hours/month during securities trading hours: 2; Duties: Teach financial literacy workshops (2) Business Name: The Humble Dollar Website; Investment Related: Yes; Business Address: 614 S. 26th Street, Philadelphia, PA 19146; Nature of Other Business: Writing; Position/Title: Freelance Writer; Start Date: September 2021; Approximate # of hours/month: 1; Approximate # of hours/month during securities trading hours: 0; Duties: Write articles about financial planning issues

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-12-28

S66 Uniform Combined State Law Examination

2019-12-28

Designations

Other Names

Matthew James Trogdon

View on SEC IAPD