Matthew John Stolen

Current Employers

Employment History

• 06/2008 → 08/2017
  Lpl Financial
  San Diego, CA
• 08/2017 → 01/2019
  M Holdings Securities, Inc.
  Portland, OR
• 01/2019 → Present
  Kingsview Partners Cedar Capital, Llc/Good Harbor Financial, Llc
  Grants Pass, OR
• 08/2017 → 01/2019
  M Financial Group
  Portland, OR
• 12/2020 → Present
  Foreside Fund Services, Llc
  Grants Pass, OR

Previous Registrations

• 2017-09-12 → 2019-01-07
  M Holdings Securities, Inc.
  Portland, OR
  Portland, OR
• 2008-07-24 → 2017-08-29
  Lpl Financial Llc
  Charlotte, NC
  Fort Collins, CO
  Fort Mill, SC
• 2006-05-08 → 2008-06-16
  Sii Investments, Inc.
  Appleton, WI

Other Businesses

1) Kingsview Capital dba Cedar Capital, LLC/Good Harbor Financial, LLC; Grants Pass, OR; Investment Related; Began 01/07/2019; Chief Compliance Officer - over see the compliance program and day to day compliance needs; 200 hours per month 2) Stolen Consulting; Investment Related; Grants Pass, OR; Owner; RIA Consulting; Start Date 10/22; 20 Hours per month, 0 during trading hours; compliance consulting to RIAs 3) Scrub Club, LLC; Non-Investment Related; Grants Pass, OR; Commercial Cleaning; Owner; Start Date 6/1/2024; 5 hours per month; 0 hours during trading hours; Owner for the business, manage the books and business.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-11

Other Names

• Matt Stolen
• Matthew Stolen
• Matt J Stolen