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Matthew William Spear

Sapere Wealth Management, LLC

Matthews, NC

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Current Employers
Sapere Wealth Management, Llc

130 Matthews Station St. Suite 2A, Matthews, NC 28105 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2002-06-10
  • NC RA
    APPROVED
    Since 2002-06-10

Branch Locations

130 Matthews Station St. #2-A, Matthews, NC 28105 • 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
Sapere Wealth Management, Llc Matthews NC 06/2002 Present
Previous Registrations
  • 2001-12-31 → 2002-06-07
    Ronald Blue & Co., Llc
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-11-23
S65 Uniform Investment Adviser Law Examination 1996-02-22
  • S63 Uniform Securities Agent State Law Examination
    2019-11-23
  • S65 Uniform Investment Adviser Law Examination
    1996-02-22
Designations
Other Names
  • Matthew Spear

View on SEC IAPD

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Other Offices

NEXUS CAPITAL INC · MATTHEWS, NC
EDWARD JONES · MATTHEWS, NC
FOUNDERS FINANCIAL SECURITIES LLC · Matthews, NC
LPL ENTERPRISE, LLC · MATTHEWS, NC
FAMILY WEALTH PARTNERS, LLC · MATTHEWS, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Matthews, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MATTHEWS, NC
LPL ENTERPRISE, LLC · STALLING, NC

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