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Anthony Michael Matheson

Slalom Wealth Management, LLC

Sacramento, CA

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Current Employers
Slalom Wealth Management, Llc

1720 Capitol Ave, Ste #204, Sacramento, CA 95819 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-03-02
  • CA RA
    APPROVED
    Since 2018-03-02

Branch Locations

1720 Capitol Ave, Ste #204, Sacramento, CA 95819 • 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
E*Trade Capital Management Llc San Francisco CA 08/2016 04/2017
Baker, Brose & Mitsutome Wealth Mgmt Walnut Creek CA 04/2017 01/2018
Matheson Financial Partners Llc Walnut Creek CA 12/2017 Present
  • 08/2016 → 04/2017
    E*Trade Capital Management Llc
    San Francisco, CA
  • 04/2017 → 01/2018
    Baker, Brose & Mitsutome Wealth Mgmt
    Walnut Creek, CA
  • 12/2017 → Present
    Matheson Financial Partners Llc
    Walnut Creek, CA
Previous Registrations
  • 2017-04-21 → 2018-02-05
    Integrity Wealth Partners, Llc
    Walnut Creek, CA
  • 2016-09-07 → 2017-04-11
    Harrisdirect Llc
    San Francisco, CA
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-07
S65 Uniform Investment Adviser Law Examination 1998-05-28
S63 Uniform Securities Agent State Law Examination 1995-10-06
  • S66 Uniform Combined State Law Examination
    2016-09-07
  • S65 Uniform Investment Adviser Law Examination
    1998-05-28
  • S63 Uniform Securities Agent State Law Examination
    1995-10-06
Designations
Other Names
  • Tony Matheson

View on SEC IAPD

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