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Matthew David Grishman

Gebhardt Group, Inc

Lafayette, CA

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Current Employers
Gebhardt Group, Inc

3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-23
NV RA APPROVED 2025-04-23
NY RA APPROVED 2025-04-14
  • CA RA
    APPROVED
    Since 2025-04-23
  • NV RA
    APPROVED
    Since 2025-04-23
  • NY RA
    APPROVED
    Since 2025-04-14

Branch Locations

3390 Mt. Diablo Boulevard Suite 250, Lafayette, CA 94549 • 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
Gebhardt Group, Inc. Lafayette CA 04/2014 Present
401K Masters, Llc Lafayette CA 10/2014 06/2019
  • 04/2014 → Present
    Gebhardt Group, Inc.
    Lafayette, CA
  • 10/2014 → 06/2019
    401K Masters, Llc
    Lafayette, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-29
S63 Uniform Securities Agent State Law Examination 1996-05-24
  • S65 Uniform Investment Adviser Law Examination
    1997-10-29
  • S63 Uniform Securities Agent State Law Examination
    1996-05-24
Other Names
  • Matt Grishman

View on SEC IAPD

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