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Matthew M Kalabokes

Fpc Investment Advisory, Inc.

Petaluma, CA

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Current Employers
Fpc Investment Advisory, Inc.

1465 North Mcdowell Blvd Suite 170, Petaluma, CA 94954 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-03
CA RA APPROVED 2023-05-10
  • TX RA
    APPROVED
    Since 2025-09-03
  • CA RA
    APPROVED
    Since 2023-05-10

Branch Locations

1465 North Mcdowell Blvd Suite 170, Petaluma, CA 94954 • 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
OrganizationCityStateFromTo
Private Wealth Partners Mill Valley CA 06/2020 03/2022
Mariner Wealth Advisors Corte Madera CA 03/2022 05/2023
Full Time Education Corte Madera CA 01/2013 12/2019
Fpc Investment Advisory, Inc. Petaluma CA 05/2023 Present
Unemployed Corte Madera CA 04/2020 05/2020
Northwestern Mutual Investment Services San Francisco CA 12/2019 03/2020
  • 06/2020 → 03/2022
    Private Wealth Partners
    Mill Valley, CA
  • 03/2022 → 05/2023
    Mariner Wealth Advisors
    Corte Madera, CA
  • 01/2013 → 12/2019
    Full Time Education
    Corte Madera, CA
  • 05/2023 → Present
    Fpc Investment Advisory, Inc.
    Petaluma, CA
  • 04/2020 → 05/2020
    Unemployed
    Corte Madera, CA
  • 12/2019 → 03/2020
    Northwestern Mutual Investment Services
    San Francisco, CA
Previous Registrations
  • 2023-01-30 → 2023-05-11
    Mariner
    Corte Madera, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-21
  • S65 Uniform Investment Adviser Law Examination
    2023-01-21
Designations
Other Names
  • Matt Kalabokes

View on SEC IAPD

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Other Offices

KRUSE FINANCIAL STRATEGY · PETALUMA, CA
EDWARD JONES · PETALUMA, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Petaluma, CA
LPL FINANCIAL LLC · PETALUMA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PETALUMA, CA
INTEGRITY ADVISORY SOLUTIONS · Petaluma, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Petaluma, CA
LPL FINANCIAL LLC · PETALUMA, CA

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