Matthew Laurence

Current Employers

Employment History

• 08/2001 → 12/2024
  Cadaret, Grant & Co., Inc.
  Mt. Kisco, NY
• 12/2024 → Present
  Kesra Investment Services Llc
  Mt. Kisco, NY
• 12/2024 → Present
  Kesra Advisory Services Llc
  Mt. Kisco, NY

Previous Registrations

• 1998-01-05 → 2024-12-16
  Cadaret, Grant & Co., Inc.
  Mt. Kisco, NY
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY

Other Businesses

KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/16/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: MADISON CONSULTING GROUP, LLC POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/16/2024 ADDRESS: 118 North Bedfiord Road, Suite 100, Mt. Kisco NY 10549, United States DESCRIPTION: Non-Investment health insurance and benefits NAME: QUANTUM FINANCIAL STRATEGIES, INC / ACRISURE POSITION: Partner NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1995 ADDRESS: 118 North Bedford Road, Suite 100, Mt. Kisco NY 10549, United States DESCRIPTION: Insurance and Employee Benefits sales and administration NAME: MADISON CONSULTING GROUP ADVISORS LLC POSITION: 50% Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 310 Storybrook PT, Ponte Vedra FL 32081-5755, United States DESCRIPTION: Insurance and employee Benefits consulting and administration

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-01
• S63 Uniform Securities Agent State Law Examination
  1993-09-30

Other Names

• Matthew Laurence
• Matthew Laurence