Patricia Marie Matthew

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2021-07-21

MT RA
APPROVED

Since 2021-07-21

Branch Locations

Big Sandy, MT • 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

Organization	City	State	From	To
Waddell & Reed, Inc.	Big Sandy	MT	10/1992	07/2021
Various Insurance Carriers For W & R Insurance Agencies	Big Sandy	MT	04/1993	07/2021
Matthew Transportation Inc.	Big Sandy	MT	09/1977	07/2021
Montana School Bus Contractors Association	Townsend	MT	06/2007	07/2021
Naifa Montana	Bigfork	MT	05/2009	07/2020
Big Sandy Public School	Big Sandy	MT	10/2011	06/2017
Patricia M Matthew	Big Sandy	MT	03/2012	07/2021
Big Sandy Methodist Church	Big Sandy	OR	11/2014	06/2017
Big Sandy Senior Center	Bigsandy	MT	08/2020	07/2021
Lpl Financial Llc	Big Sandy	MT	07/2021	Present

10/1992 → 07/2021

Waddell & Reed, Inc.

Big Sandy, MT
04/1993 → 07/2021

Various Insurance Carriers For W & R Insurance Agencies

Big Sandy, MT
09/1977 → 07/2021

Matthew Transportation Inc.

Big Sandy, MT
06/2007 → 07/2021

Montana School Bus Contractors Association

Townsend, MT
05/2009 → 07/2020

Naifa Montana

Bigfork, MT
10/2011 → 06/2017

Big Sandy Public School

Big Sandy, MT
03/2012 → 07/2021

Patricia M Matthew

Big Sandy, MT
11/2014 → 06/2017

Big Sandy Methodist Church

Big Sandy, OR
08/2020 → 07/2021

Big Sandy Senior Center

Bigsandy, MT
07/2021 → Present

Lpl Financial Llc

Big Sandy, MT

Previous Registrations

1997-06-02 → 2021-07-21

Waddell & Reed

Great Falls, MT

Havre, MT

Big Sandy, MT

Billings, MT

Seattle, WA

Other Businesses

1. 10/29/2021 - Patricia M Matthew - Not Investment Related - 536 Lincoln Ave, Big Sandy , MT, 59520 - Non-Profit Board Member - Started 10/2008. 2. 10/29/2021 - MT Skies Wealth Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/22/2021. 3. 10/29/2021 - Money Savey Generation - Investment Related - 536 Lincoln Ave Big Sandy, MT 59520 - Non-Profit Board Member - Started 10/2008. 4. 11/5/2021 - Crump Agency and Associates of Clifton Park - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/21/2021 - 15 Hours Per Month During Securities Trading. 5. 01/23/2025 - Nex Annuity - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/13/2025- 2 hours per month/ during trading 6. 12/30/2025 - Patricia Matthew - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 10/01/2008 - 1 hour per month/ 0 hours during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-01-09
S63	Uniform Securities Agent State Law Examination	1993-01-09

S65 Uniform Investment Adviser Law Examination

1997-01-09
S63 Uniform Securities Agent State Law Examination

1993-01-09

Designations

Other Names

Patricia Marie Roberts
Pat M Matthew
Pat Matthew

View on SEC IAPD