Matthew J Frederick

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-04-14
TX	RA	APPROVED	2025-04-14

Branch Locations

104 E Roosevelt Rd Suite 100, Wheaton, IL 60187 • United States

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

Organization	City	State	From	To
Pacific Life Insurance Company	Newport Beach	CA	05/2014	04/2021
Pacific Select Distributors Inc	Newport Beach	CA	05/2014	04/2021
Wells Fargo Clearing Services, Llc	Chicago	IL	07/2021	05/2023
Wells Fargo Advisors Financial Network, Llc	Naperville	IL	05/2023	08/2023
Fairhaven Wealth Management, Llc	Wheaton	IL	11/2023	Present
Pure Financial Advisors, Llc	San Diego	CA	04/2025	Present
Unemployed	Glenview	IL	08/2023	11/2023
Unemployed	Glenview	IL	04/2021	07/2021

2023-11-14 → 2025-07-07

Fairhaven Wealth Management, Llc

Wheaton, IL
2023-05-01 → 2023-09-06

Wells Fargo Advisors Financial Network, Llc

Naperville, IL
2021-08-04 → 2023-05-01

Wells Fargo Clearing Services, Llc

Chicago, IL
2005-02-07 → 2009-08-18

Ubs Financial Services Inc.

North Brook, IL

North Brook, IL

Weehawken, NJ
2004-03-15 → 2005-02-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Plainsboro, NJ

INSURANCE LICENSED - LIFE AND HEALTH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-05-17
S63	Uniform Securities Agent State Law Examination	1990-12-04

Other Firms