Matt T Kline

Current Employers

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-04-02
OH	RA	APPROVED	2025-02-18

TX RA
APPROVED

Since 2025-04-02
OH RA
APPROVED

Since 2025-02-18

Branch Locations

8044 Montgomery Rd Ste 570 Towers Of Kenwood, Cincinnati, OH 45236 • 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
Wells Fargo Clearing Services, Llc	Cincinnati	OH	12/2024	Present
Jpmorgan Investment Management	Cincinnati	OH	03/1997	03/2020
Fatherhood	Milford	OH	03/2020	12/2024

12/2024 → Present

Wells Fargo Clearing Services, Llc

Cincinnati, OH
03/1997 → 03/2020

Jpmorgan Investment Management

Cincinnati, OH
03/2020 → 12/2024

Fatherhood

Milford, OH

Other Businesses

Blue Buck, LLC dba Elk Creek Hunt Club & Resort; Not INV Related; Owenton, KY; sporting clays, lodging, and events facility; 33.34% Ownership; Start date 08/25/2020; 3 hours per month; 0 hours during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-14

S66 Uniform Combined State Law Examination

2024-12-14

Other Names

Matt Kline
Matthew T Kline

View on SEC IAPD

Current Employers

Wells Fargo Clearing Services, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews