Matthew Buhrt

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-02-12
TX	RA	APPROVED	2026-02-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Aurora Christian Schools	Aurora	IL	05/2013	05/2017
Orchard Valley Golf Course	Aurora	IL	03/2015	08/2017
University Of Illinois At Urbana-Champaign	Champaign	IL	08/2017	05/2021
Topgolf	Naperville	IL	05/2018	08/2019
Northwestern Mutual	Naperville	IL	10/2019	12/2020
Morton Private Wealth Strategies	Geneva	IL	05/2021	10/2022
Raymond James Financial Services Advisors, Inc.	Geneva	IL	10/2021	10/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Oak Brook	IL	11/2022	02/2026
Bank Of America, N.A.	Oak Brook	IL	12/2022	02/2026
Morgan Stanley Smith Barney Llc	Geneva	IL	02/2026	Present
Morgan Stanley Private Bank, N.A	New York	NY	03/2026	Present

05/2013 → 05/2017

Aurora Christian Schools

Aurora, IL
03/2015 → 08/2017

Orchard Valley Golf Course

Aurora, IL
08/2017 → 05/2021

University Of Illinois At Urbana-Champaign

Champaign, IL
05/2018 → 08/2019

Topgolf

Naperville, IL
10/2019 → 12/2020

Northwestern Mutual

Naperville, IL
05/2021 → 10/2022

Morton Private Wealth Strategies

Geneva, IL
10/2021 → 10/2022

Raymond James Financial Services Advisors, Inc.

Geneva, IL
11/2022 → 02/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oak Brook, IL
12/2022 → 02/2026

Bank Of America, N.A.

Oak Brook, IL
02/2026 → Present

Morgan Stanley Smith Barney Llc

Geneva, IL
03/2026 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-01

Other Firms