Matthew S Ramos

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

Lake Villa, IL • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Scottrade	Wilmette	IL	10/2014	02/2018
Td Ameritrade, Inc.	Barrington	IL	02/2018	12/2020
Td Ameritrade Investment Management, Llc	Omaha	NE	02/2018	01/2021
Money Concepts Capital Corp	Palm Beach Gardens	FL	01/2022	07/2022
Unemployed	Lake Villa	IL	01/2021	01/2022
Fidelity Investments	Deer Park	IL	07/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

2022-09-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Deer Park, IL
2022-01-05 → 2022-06-13

Money Concepts Capital Corp

Wilmington, NC

Palm Beach Gardens, FL

Palm Beach Gardens, FL
2018-02-27 → 2021-01-11

Td Ameritrade, Inc.

Barrington, IL

Northbrook, IL
2018-02-26 → 2020-12-31

Td Ameritrade Investment Management, Llc

Omaha, NE

Barrington, IL

Northbrook, IL
2016-09-15 → 2018-02-26

Scottrade Investment Management

Saint Louis, MO
2006-04-12 → 2014-11-10

Td Ameritrade, Inc.

Northbrook, IL
2006-05-08 → 2014-11-10

Td Ameritrade Investment Management, Llc

Northbrook, IL
2005-02-03 → 2006-04-03

Alight Financial Solutions, Llc

Chicago, IL

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-04-28
S65	Uniform Investment Adviser Law Examination	2005-02-02