Best Investors Account Sign in
Inactive

Matthew Robert Richter

1900 Wealth

San Antonio, TX

Claim This Profile
Current Employers
1900 Wealth

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-08
  • TX RA
    APPROVED
    Since 2022-07-08

Branch Locations

1900 Broadway Suite 900, San Antonio, TX 78215 • 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
1900 Wealth Management San Antonio TX 05/2022 Present
Lucas Petroleum Group Inc Austin TX 01/2013 05/2022
  • 05/2022 → Present
    1900 Wealth Management
    San Antonio, TX
  • 01/2013 → 05/2022
    Lucas Petroleum Group Inc
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-08
S63 Uniform Securities Agent State Law Examination 2006-01-30
  • S65 Uniform Investment Adviser Law Examination
    2022-07-08
  • S63 Uniform Securities Agent State Law Examination
    2006-01-30
Other Names
  • Matthew R Richter

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX
ULRICH INVESTMENT CONSULTANTS · San Antonio, TX

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor