Matthew Gustafson

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2026-01-16

Branch Locations

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

Organization	City	State	From	To
Coppell Advisory Solutions	Coppell	TX	01/2026	Present
Freedom Private Wealth	Meridian	ID	06/2025	Present
Lululemon	Salt Lake City	UT	05/2024	04/2025
Victra: Verizon Authorized Retailer	Salt Lake City	UT	10/2023	04/2024
Barbacos	Boise	ID	05/2022	08/2022
University Of Utah - Office Of Admissions	Salt Lake City	UT	02/2023	08/2023
University Of Utah	Salt Lake City	UT	08/2021	05/2025
Starbucks	Meridian	ID	05/2021	08/2021
Axiom Fitness	Meridian	ID	04/2020	08/2020
Rocky Mountain High School	Meridian	ID	08/2017	05/2021
Unemployed	Meridian	ID	01/2016	07/2017

01/2026 → Present

Coppell Advisory Solutions

Coppell, TX
06/2025 → Present

Freedom Private Wealth

Meridian, ID
05/2024 → 04/2025

Lululemon

Salt Lake City, UT
10/2023 → 04/2024

Victra: Verizon Authorized Retailer

Salt Lake City, UT
05/2022 → 08/2022

Barbacos

Boise, ID
02/2023 → 08/2023

University Of Utah - Office Of Admissions

Salt Lake City, UT
08/2021 → 05/2025

University Of Utah

Salt Lake City, UT
05/2021 → 08/2021

Starbucks

Meridian, ID
04/2020 → 08/2020

Axiom Fitness

Meridian, ID
08/2017 → 05/2021

Rocky Mountain High School

Meridian, ID
01/2016 → 07/2017

Unemployed

Meridian, ID

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-18