Matthew Daniel Sheraw

Current Employers

Employment History

• 08/2009 → 02/2017
  National Planning Corporation
  Hershey, PA
• 02/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 02/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-08-27 → 2017-02-06
  National Planning Corporation
  Hershey, PA

Other Businesses

1. URL INSURANCE GROUP, 500 NATIONWIDE DR, HARRISBURG, PA, 8/2009 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 6/YR - 4/TRADING. 2. CMU (CASE MANAGEMENT UNIT), 1100 S CAMERON ST, #2, HARRISBURG, PA, 4/2006 AS BOARD MEMBER. ENTITY PROVIDES CASE MANAGEMENT SERVICES TO INDIVIDUALS WITH DISABILITIES. INV REL - 18/YR - 1/TRADING. 3. ASH BROKERAGE, 4000 CRUMS MILL RD, STE 201, HARRISBURG, PA, 2/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 8/YR - 8/TRADING. 4. WEST SHORE LIONS, 300 W 22ND ST, OAK BROOK, IL, 4/2015 AS SECRETARY. NIR - 1/MO - 0/TRADING. 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 6. IRON GATE FINANCIAL PLANNERS, LLC, CAMP HILL PA 17011, 01/2024, PRESIDENT, PASS THROUGH ENTITY FOR TAX PURPOSES, NIR, 2 HR/MO - 0 HR/MO TRADING. 7. CONTE WEALTH ADVISORS, 2009 Market St., Camp Hill PA 17011, 01/2022, Investment Advisor Representative, Using a Trade Name / DBA, INV REL, 250 HR/MO, 160 HR/MO TRADING. 8. IRON GATE FINANCIAL PLANNERS LLC, 3 Sunfire Ave, Camp Hill, PA 17011, 08/2026, President, Loan Originator, NIR, 1 HR/MO, 0 HR/MO TRADING. 9. INSIGHT FINANCIAL PLANNING, 3 Sunfire Ave., Camp Hill PA 17011, United States, 07/2026, PRESIDENT, DBA NAME, INV REL, 143 HR/MO - 6 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-15
• S63 Uniform Securities Agent State Law Examination
  2005-12-01