Matthew Patrick Bright

Current Employers

Employment History

• 11/2001 → Present
  Raymond James Financial Services, Inc
  Forest City, NC
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Forest City, NC
• 08/2011 → Present
  James Bright Company, Inc.
  Rutherfordton, NC

Other Businesses

(1)Name of Business: Address: Main Street, Forest City, NC, 28139, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 11/24/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as Trustee for healthcare charitable organization, assigned to Finance Committee as a member of that committee. (2)Name of Business: Address: FUMC-Forest City, 341 E Main Street, Forest City, NC, 28043, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: Yes Start Date: 09/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as Chair of investment committee for an Endowment fund at my Church. This is a $2MM managed account by the First Methodist Foundation of Western North Carolina. Our committee serves as fiduciary oversight for the benefit of our local church. (3)Name of Business: Boys and Girls Club Rutherford County NC Address: 376 Hudlow Rd, Forest City , NC, 28043, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 09/10/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: advice and consent with other board members regarding the operations and planning for after school services offered to community boys and girls K-5 (4)Name of Business: BRIGHT JAMES Address: 233 Bel Air Drive, Rutherfordton, NC, 28139, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/15/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as Co Trustee on Family Trust along with mother and brother. Account numbers [REDACTED] and [REDACTED] (5)Name of Business: James Bright Company, Inc. Address: 163 Bel Air Drive, Rutherfordton, NC, 28139, United States Activity Type: Rental Real Estate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 08/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family owned business. Mother, Brother and myself. Father was James Bright now deceased. (6)Name of Business: Trimark LLC Address: 135 J. Morgan Street, Forest City, NC, 28043, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 11/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Spouse Deirdre G. Bright

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-16
• S63 Uniform Securities Agent State Law Examination
  1993-05-03

Other Names

• Matt Bright