Gregory Anthony Matthews

Current Employers

Employment History

• 10/1995 → Present
  Gregory Matthews, Sole Proprietor
  Carrollton, TX
• 08/2013 → 06/2019
  Tcm Securities, Inc. (Taylor Capital Management, Inc.)
  Woodstock, GA
• 11/2013 → Present
  Triumph Wealth Advisors, Inc
  Woodstock, GA
• 06/2019 → Present
  World Equity Group, Inc.
  Carrollton, TX

Previous Registrations

• 2020-04-15 → 2024-07-22
  Triumph Wealth Advisors, Inc.
  Carrollton, TX
  Acworth, GA
• 2014-01-17 → 2019-06-20
  Triumph Wealth Advisors, Inc.
  Acworth, GA
  Carrollton, TX
• 2011-06-21 → 2013-06-13
  Madison Avenue Securities, Llc
  San Diego, CA
  Carrollton, TX
• 2006-04-07 → 2011-04-18
  Next Financial Group, Inc.
  Dallas, TX
  Carrollton, TX
• 2005-06-23 → 2006-04-07
  Questar Asset Management, Inc.
  Dallas, TX
• 2005-08-11 → 2006-03-21
  Greenbook Investment Management, Inc.
  Dallas, TX
• 1998-04-08 → 2004-12-31
  Matthews Financial Services
  Dallas, TX
• 1998-04-08 → 2004-05-26
  Kestra Investment Services, Llc
  Dallas, TX

Other Businesses

1. Triumph Wealth Advisors - Investment Advisor Representative, Investment Related, Started 7-2-2014, Approx 20 hrs/Mo, all during trading hours, 2230 Towne Lake Pkwy, Bldg. 800, Ste. 130, Woodstock, GA 30189. Nature/Duties: Investment Management and financial planning services provided for a fee. Includes meeting with clients, evaluation, collecting and preparing financial plans. Use 3rd party institutional managers. 2. Matthews Financial Services, LLC, DBA, Investment Related, Started 8-2013, All hours are devoted to this business during trading hours, 2625 N. Josey Lane, #101, Carrollton, TX 75007, Nature: Securities & Planning, President. 3. Insurance Sales, AGENT, Investment related, Start 8-2010, approx 15 hrs/mo, all during trading hours, 15050 Ave of Science, Ste. 100, San Diego, CA 92128, Nature: Insurance & Annuity products including fixed index annuities, life insurance, long-term care & disability insurance using Asset Marketing Systems (AMS) as FMO and resource for product information and planning ideas. 4. NT Letter winners Association; Not Investment related; 1301 S. Bonnie Brae St, Denton TX 76207; Serve as member of the Board of Directors for the North Texas Letter winners Association. Planning future events, setting rules and regulations for membership, liaison to coaches for future graduating athletes and voting on Hall of Fame nominees; Position/Title: Board Member; Start Date: 12/01/23; approximate number of hours/month you devote to the other business: 1 hour; ZERO Hrs during trading hrs towards the OBA. Duties: Planning of upcoming events, membership, rules and Hall of Fame voting. 5. Estate Docs Pro (EDP); Not Investment related; 2625 N. Josey Ln., Suite 101, Carrollton, TX 75007; Nature: Via my FMO (Asset Marketing Systems), we can provide estate planning services. Through a relationship with Estate Docs Pro, they can draft wills, trusts, power of attorney, directives to physician documents. Clients will access the EDP portal, provide necessary information and have their estate planning documents completed by attorneys. Clients will have access to make changes over the years as well as an online vault for future access and document storage.; Posns/Title: Referrer; Start Date: 08/12/2024; approximate number of hours/month you devote to the other business: 2 hours; Hrs during trading hrs: 2 Hrs; Duties: I will be providing access to clients to have their estate planning documents drafted and completed by attorneys of Estate Docs Pro (EDP). I will receive a referral fee for doing so.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-08-21

Designations

Other Names

• Greg Matthews
• G Matthews