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Matthew A Ramos

Mpower Wealth Management, LLC

Drexel Hill, PA

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Current Employers
Mpower Wealth Management, Llc

Drexel Hill, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-04
  • PA RA
    APPROVED
    Since 2021-11-04

Branch Locations

Drexel Hill, PA • 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
Mar Financial Planning, Llc Washington DC 01/2017 07/2018
Golfdom Mclean VA 10/2016 09/2019
Cassaday & Co. Mclean VA 07/2018 02/2019
Royal Alliance Associates, Inc Mclean VA 07/2018 02/2019
Mar Financial Planning, Llc Washington DC 02/2019 09/2019
Forum Financial Management, Lp Lombard IL 09/2019 10/2021
Mpower Wealth Management, Llc (Mar Financial Planning, Llc) Drexel Hill PA 11/2021 Present
  • 01/2017 → 07/2018
    Mar Financial Planning, Llc
    Washington, DC
  • 10/2016 → 09/2019
    Golfdom
    Mclean, VA
  • 07/2018 → 02/2019
    Cassaday & Co.
    Mclean, VA
  • 07/2018 → 02/2019
    Royal Alliance Associates, Inc
    Mclean, VA
  • 02/2019 → 09/2019
    Mar Financial Planning, Llc
    Washington, DC
  • 09/2019 → 10/2021
    Forum Financial Management, Lp
    Lombard, IL
  • 11/2021 → Present
    Mpower Wealth Management, Llc (Mar Financial Planning, Llc)
    Drexel Hill, PA
Previous Registrations
  • 2019-09-17 → 2021-11-02
    Forum Financial Management, Lp
    Lombard, IL
  • 2019-04-11 → 2019-09-04
    Mar Financial Planning, Llc
    Washington, DC
  • 2018-10-13 → 2019-03-21
    Cassaday & Co Inc
    Mclean, VA
  • 2017-03-23 → 2018-07-16
    Mar Financial Planning, Llc
    Washington, DC
  • 2014-04-08 → 2016-10-12
    Sbsb Financial Advisors
    Mclean, VA
  • 2012-11-08 → 2014-01-13
    Capital Fiduciary Advisors, Llc
    Reston, VA
  • 2009-04-15 → 2012-10-26
    Mtx Wealth Management, Llc
    Bethesda, MD
  • 2002-03-25 → 2004-01-26
    A. G. Edwards & Sons, Inc.
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-28
  • S66 Uniform Combined State Law Examination
    2018-09-28
Designations

View on SEC IAPD

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