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Brian Jonathan Matz

Equitable Advisors, LLC

Los Angeles, CA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-01
  • CA RA
    APPROVED
    Since 2023-11-01

Branch Locations

Los Angeles, CA • 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
Securities America Inc Agoura Hills CA 02/2015 12/2016
Cooper Mcmanus Agoura Hills CA 02/2015 12/2016
Wedbush Securities Inc. Woodland Hills CA 12/2016 04/2020
Lpl Financial, Llc Agora Hills CA 04/2020 10/2023
Golden State Wealth Management, Llc Agora Hills CA 04/2020 12/2022
Equitable Advisors, Llc New York NY 11/2023 Present
Previous Registrations
  • 2022-12-15 → 2023-11-14
    Lpl Financial Llc
    Westlake Village, CA
    Agoura Hills, CA
  • 2020-04-28 → 2022-12-22
    Golden State Wealth Management, Llc
    Powell, WY
    Agora Hills, CA
    Agoura Hills, CA
  • 2016-12-20 → 2020-04-29
    Wedbush Securities Inc.
    Woodland Hills, CA
  • 2015-02-18 → 2016-12-22
    Cooper Mcmanus
    Westlake, CA
  • 2015-01-20 → 2015-02-02
    Edelman Financial Services, Llc
    Woodland Hills, CA
    Fairfax, VA
  • 2011-04-01 → 2015-01-20
    U.S. Bancorp Investments, Inc.
    Thousand Oaks, CA
    Oxnard, CA
    Tarzana, CA
    Ventura, CA
    Thousand Oaks, CA
    Canoga Park, CA
    Canoga Park, CA
    Westlake Village, CA
    Oxnard, CA
    Agoura Hills, CA
    Oxnard, CA
    West Hills, CA
    Woodland Hills, CA
    Calabasas, CA
    Camarillo, CA
    Woodland Hills, CA
    Agoura Hills, CA
    Encino, CA
    Encino, CA
    Encino, CA
    Encino, CA
  • 2011-01-03 → 2011-04-06
    Wells Fargo Clearing Services, Llc
    Simi Valley, CA
    Moorpark, CA
    Simi Valley, CA
  • 2007-02-16 → 2011-01-03
    Wells Fargo Investments, Llc
    Moorpark, CA
    Oak Park, CA
    Simi Valley, CA
    Woodland Hills, CA
    Simi Valley, CA
  • 2004-03-05 → 2007-02-20
    Banc Of America Investment Services, Inc.
    Sherman Oaks, CA
    Sherman Oaks, CA
  • 2001-03-02 → 2004-03-18
    Citigroup Global Markets Inc.
    Los Angeles, CA
Other Businesses

1. Outside Fixed Business.2. Owner, Matz Wealth management, Inc. - DBA with Equitable and outside fixed business 3. Trustee for personal trust.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-10
S63 Uniform Securities Agent State Law Examination 1995-10-23
  • S65 Uniform Investment Adviser Law Examination
    1995-11-10
  • S63 Uniform Securities Agent State Law Examination
    1995-10-23
Other Names
  • Brian J Matz

View on SEC IAPD

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