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Matthew Porter Barton

Missionsquare Retirement

Washington, DC

Cheney, WA

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Current Employers
Missionsquare Retirement

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
AK RA APPROVED 2024-11-27
UT RA APPROVED 2024-11-27
MT RA APPROVED 2023-08-28
ID RA APPROVED 2023-08-25
WA RA APPROVED 2023-08-25
  • OR RA
    APPROVED
    Since 2025-01-01
  • AK RA
    APPROVED
    Since 2024-11-27
  • UT RA
    APPROVED
    Since 2024-11-27
  • MT RA
    APPROVED
    Since 2023-08-28
  • ID RA
    APPROVED
    Since 2023-08-25
  • WA RA
    APPROVED
    Since 2023-08-25

Branch Locations

777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States

Cheney, WA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 03/2007 04/2019
My Portfolio Guide Seal Beach CA 09/2019 09/2021
Unemployed Portland OR 05/2019 09/2019
Wealthfactor, Llc Lake Oswego OR 09/2019 06/2022
Farther Finance Advisors, Llc Lake Oswego OR 06/2022 01/2023
Missionsquare Retirement Washington DC 08/2023 Present
Missionsquare Investment Services Washington DC 08/2023 Present
Unemployed Tigard OR 02/2023 07/2023
  • 03/2007 → 04/2019
    Fisher Investments
    Woodside, CA
  • 09/2019 → 09/2021
    My Portfolio Guide
    Seal Beach, CA
  • 05/2019 → 09/2019
    Unemployed
    Portland, OR
  • 09/2019 → 06/2022
    Wealthfactor, Llc
    Lake Oswego, OR
  • 06/2022 → 01/2023
    Farther Finance Advisors, Llc
    Lake Oswego, OR
  • 08/2023 → Present
    Missionsquare Retirement
    Washington, DC
  • 08/2023 → Present
    Missionsquare Investment Services
    Washington, DC
  • 02/2023 → 07/2023
    Unemployed
    Tigard, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-07
S63 Uniform Securities Agent State Law Examination 1995-07-12
  • S65 Uniform Investment Adviser Law Examination
    2007-05-07
  • S63 Uniform Securities Agent State Law Examination
    1995-07-12
Other Names
  • Matt Barton

View on SEC IAPD

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ORIDIAN CAPITAL MANAGEMENT, L.P.
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AEB CAPITAL
DOMINION FINANCIAL CONSULTANTS, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS

Other Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

More in Washington, DC

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