Matthew David Pardieck

Current Employers

Employment History

• 02/2012 → 07/2021
  Raymond James & Associates
  Mt Pleasant, SC
• 08/2021 → Present
  Harbour Wealth Management Group, Inc.
  Daniel Island, SC
• 10/2021 → Present
  M Holdings Securities, Inc
  Daniel Island, SC

Previous Registrations

• 2012-02-27 → 2021-08-06
  Raymond James & Associates, Inc.
  Mt. Pleasant, SC
  Mt. Pleasant, SC
• 2005-03-24 → 2012-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
  Mount Pleasant, SC
  Mount Pleasant, SC
  Charleston, SC

Other Businesses

1)Nature of the Business: Author, Mt Pleasant, SC Position/Title: Author Investment Related: No Start Date: 05/06/2019 Hours per month devoted to this business: 20; Hours per month during trading hours: 10 Description of duties: Writing a book discussing using a business to promote goals and values of business owners. The hope is book helps promote our financial advisory business working with business owners who 'have big hearts'. 2) Name of Business: M Holdings Securities, Inc Address: Daniel Island, SC Position/Title: Registered Representative Investment Related: Yes Start Date: 10/15/2021 Hours per month devoted to this business during trading hours: 10 Description of duties: Sells insurance and variable annuities. 3) Harbour Wealth Management Group, Inc; 126 Seven Farms Drive Ste 150 Daniel Island, SC 29492; Member Firm Affiliation; Investment Related; Managing Principal; 8/1/2021; 160 hours per month; 160 hours per month during trading hours. Description of duties: Services as a representative for clients who are trading investment products and securities 4) Harbour Wealth Management Real Estate, LLC - Not Investment Related - 126 Seven Farms Dr, Ste.150, Daniel Island SC 29492 - Renting Office Space - Managing Director - 12/2023 - 1 hour per month - 0 hours per month during trading hours 5) Name of the Business: Beauty Vs The Beast Investment Related: No Address: 812 High Battery Circle, Mt Pleasant, SC 29464 Nature of the Business: Podcast Position/Title: Host/Speaker Start Date: 10/5/2024 Hours per month devoted to this business: 4 hours per month Description of duties: Interviewing philanthropists and heroes who have taken actions to help their fellow man

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-31
• S63 Uniform Securities Agent State Law Examination
  2001-03-30

Designations

Other Names

• Matt Pardieck