Erwin Mondale Matthews

Employer firm

One Source Advisory Services, LLC CRD 150312

$16.2M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  One Source Advisory Services, Llc
  Decatur, GA

Previous Registrations

• 2009-05-13 → 2014-12-31
  One Source Advisory Services, Llc
  Decatur, GA
• 2004-08-19 → 2009-04-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA
• 1995-03-02 → 2004-08-26
  Ameriprise Financial Services, Llc
  Decatur, GA

Other Businesses

LRM ACCOUNTING & TAX SERVICES LLC - Small Business Accounting & Tax preparation, Certified Public Accountant One West Court Square, Ste 750. Decatur, GA 30030 -04/2009 - PRESENT 40 hours monthly (Jan - April), Seasonal business) 3182 GLENWOOD LLC - Commercial Property Management/ Leasing PARTNER 3182 Glenwood Rd, Ste B Decatur, GA 30032 5 Hours per Month 919 N Madison Avenue, LLC - Commercial Property Management/ Leasing PARTNER 919 N Madison Avenue Douglas GA 31335 5 Hours per Month

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-19
• S65 Uniform Investment Adviser Law Examination
  1994-05-10

Designations

• Personal Financial Specialist