Mathew Christopher Lepak

Current Employers

Employment History

• 05/2026 → Present
  Modern Wealth Management, Llc
  Clearwater, FL
• 02/2016 → 11/2016
  Doyle Wealth Management, Inc
  St. Petersburg, FL
• 06/2017 → 06/2020
  Keller Williams Classic Group
  Sarasota, FL
• 11/2016 → 07/2020
  My Friend In Finance
  Nokomis, FL
• 07/2020 → 05/2026
  Lpl Financial, Llc
  Punta Gorda, FL
• 08/2020 → 11/2020
  Private Advisor Group, Llc
  Punta Gorda, FL
• 11/2020 → Present
  Flaharty Asset Management, Llc
  Punta Gorda, FL
• 06/2026 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2020-08-20 → 2020-12-11
  Private Advisor Group, Llc
  Punta Gorda, FL
  Morristown, NJ
• 2017-02-23 → 2020-08-27
  My Friend In Finance, Llc
  Nokomis, FL
• 2016-04-05 → 2016-12-14
  Ci Doyle Private Wealth, Llc
  St. Petersburg, FL
• 2012-11-02 → 2014-02-28
  Charles Schwab & Co., Inc.
  Venice, FL
• 2007-03-15 → 2008-07-17
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL
  Boca Raton, FL
• 2003-06-27 → 2006-02-01
  Td Ameritrade, Inc.
  Vero Beach, FL

Other Businesses

1. Modern Wealth Management, Start Date: 06/01/2026, 122 Nesbit St., Ste. 112, Punta Gorda, FL 33950, RIA, Financial Advisor, Provide Investment Advice and Financial guidance to clients, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Nautilus Wealth Management, Start Date: 01/10/2022, 1005 Shore Rd., Nokomis, FL 34275, LLC, Financial Advisor contracted to Flaharty Asset Management, Sole Owner, Business Entity for tax-investment purposes only, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-08-10
• S65 Uniform Investment Adviser Law Examination
  2016-03-21
• S66 Uniform Combined State Law Examination
  2012-10-12

Other Names

• Mathew Christopher Lepak