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Mattawe Philip Clements

Clements Investment Management

Marietta, NY

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Current Employers
Clements Investment Management

Ashland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01

Branch Locations

Marietta, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Matt P Clements Insurance And Financial Services Ashland OR 09/1990 Present
Clements Ranching Llc Fernley NV 09/1956 Present
Clements Investment Management Marietta NY 08/2013 07/2023
Clements Investment Management Ashland OR 07/2023 Present
Previous Registrations
  • 2015-01-13 → 2015-12-31
    Ashland, OR
  • 2013-11-19 → 2014-12-31
    Ashland, OR
  • 2011-10-21 → 2014-02-25
    Bridge Advisory Llc
    Pasadena, CA
  • 2010-09-27 → 2011-10-24
    Ventura, CA
    Schaumburg, IL
    Schaumburg, IL
    Las Vegas, NV
  • 2009-02-27 → 2011-10-21
    Wealth Planning And Management
    Woodland Hills, CA
    Ventura, CA
    Miami Beach, FL
  • 2005-04-05 → 2009-05-21
    Cetera Wealth Services, Llc
    Ventura, CA
    Santa Barbara, CA
Other Businesses

1) MATT P CLEMENTS INSURANCE AND FINANCIAL SERVICES - AGENT/REP - INSURANCE AND FINANCIAL SERVICES - MARIETTA, NY - SINCE 09/1990 --- 2) CLEMENTS RANCHING LLC - OWNER - FARM AND RANCHING- RAISES HAY AND CATTLE - FERNLEY, NV. - SINCE 09/1956.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-03
S63 Uniform Securities Agent State Law Examination 1991-10-18
  • S65 Uniform Investment Adviser Law Examination
    2004-05-03
  • S63 Uniform Securities Agent State Law Examination
    1991-10-18
Other Names
  • Matt P Clements

View on SEC IAPD

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