Matthew Gerard Kovalcik

Current Employers

Kovalcik & Geraghty Wealth Partners Llp

2074 Arlington Avenue, Upper Arlington, OH 43221 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APP_PEND_IARCE	2026-01-01
OH	RA	APPROVED	2022-01-21

SC RA
APP_PEND_IARCE

Since 2026-01-01
OH RA
APPROVED

Since 2022-01-21

Branch Locations

49 Boundary Street, Bluffton, SC 29910 • 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

Organization	City	State	From	To
Raymond James Financial Services Advisors, Inc	Saint Petersburg	FL	01/2009	Present
Kovalcik & Geraghty Wealth Partners Llp	Upper Arlington	OH	01/2012	Present

01/2009 → Present

Raymond James Financial Services Advisors, Inc

Saint Petersburg, FL
01/2012 → Present

Kovalcik & Geraghty Wealth Partners Llp

Upper Arlington, OH

Previous Registrations

2012-01-06 → 2021-12-31

Kovalcik & Geraghty Wealth Partners Llp

Bluffton, SC

Upper Arlington, OH
2009-01-02 → 2012-01-09

Raymond James Financial Services Advisors, Inc

Upper Arlington, OH
2001-03-26 → 2009-01-02

Raymond James Financial Services, Inc.

Upper Arlington, OH
2004-04-19 → 2004-12-31

M.G. Kovalcik, Llc

Columbus, OH

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-02-06

S63 Uniform Securities Agent State Law Examination

1997-02-06

View on SEC IAPD

Current Employers

Kovalcik & Geraghty Wealth Partners Llp

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

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