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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-07-01
TX RA APPROVED 2022-07-01
  • IL RA
    APPROVED
    Since 2022-07-01
  • TX RA
    APPROVED
    Since 2022-07-01

Branch Locations

Geneva, IL • United States

2655 Warrenville Rd Ste 175, Downers Grove, IL 60515 • 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
Jp Morgan Chase Bank Na Scottsdale AZ 06/2010 06/2022
J.P. Morgan Securities Llc Scottsdale AZ 10/2012 06/2022
Lpl Financial, Llc Downers Grove IL 07/2022 Present
Previous Registrations
  • 2012-10-01 → 2022-07-02
    Scottsdale, AZ
    Scottsdale, AZ
    Scottsdale, AZ
    Scottsdale, AZ
    Bartlett, IL
    Phoenix, AZ
    Bloomingdale, IL
    Scottsdale, AZ
    Wheaton, IL
  • 2011-11-22 → 2012-10-01
    Chase Investment Services Corp.
    Scottsdale, AZ
    Scottsdale, AZ
    Phoenix, AZ
    Phoenix, AZ
    Scottsdale, AZ
    Fountain Hills, AZ
    Scottsdale, AZ
    Scottsdale, AZ
Other Businesses

1) 07/01/2022 - PWA Financial Services - Investment Related - Non-Variable Insurance -At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/01/2022 - Matthew Reynolds - Investment Related - Non-Variable Insurance -At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 3) 07/01/2022 - Professional Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hrs/Mth - 0 Hrs During Trading. 4) 10/07/2022 - RJM Wealth Management - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:07/01/2022 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 01/30/2024 - Partnerland LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 2 Hrs/Mth - 2 Hrs During Trading. 6) 06/23/2025 - Genesis Wealth LLC- Investment Related- DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/01/2025 - 150 Hrs/Mth - 6 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-14
S63 Uniform Securities Agent State Law Examination 2005-07-09
  • S66 Uniform Combined State Law Examination
    2011-10-14
  • S63 Uniform Securities Agent State Law Examination
    2005-07-09
Designations
Other Names
  • Matthew F Reynolds
  • Matthew Franklin Reynolds

View on SEC IAPD

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