Matthew Thomas Palumbo

Current Employers

Employment History

• 07/2015 → Present
  Esoteric Wealth Partners Llc
  Edmond, OK
• 10/2017 → Present
  Guidance Northwest Insurance, Llc
  Edmond, OK
• 10/2016 → 11/2017
  Sentry Northwest, Llc
  Everett, WA
• 10/2018 → Present
  Bob Moore, Inc.
  Edmond, OK
• 03/2025 → Present
  Palumbo Capital Group, Llc
  Edmond, OK

Previous Registrations

• 2011-06-15 → 2015-07-28
  Lpl Financial Llc
  Everett, WA
  San Diego, CA
  Mukilteo, WA
  Mukilteo, WA
  Lynnwood, WA
• 2008-01-15 → 2011-06-21
  Waddell & Reed
  Lynnwood, WA
  Seattle, WA

Other Businesses

1. October 2017: GUIDANCE NORTHWEST INSURANCE, LLC - OWNER - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) DBA INSURANCE LICENSE. 2. January 2024: BOB MOORE, INC. - EXECUTIVE MANAGER OF OPERATIONS - NON-INVESTMENT RELATED - OKLAHOMA CITY, OK - 30 HRS/WK DURING TRADING - 10 HRS/WK DURING NON TRADING 3. January 2025: PALUMBO CAPITAL GROUP, LLC - MANAGING MEMBER/IAR - INVESTMENT RELATED - SAME OFFICE ADDRESS - 10 HRS/MTH DURING TRADING - ADVISORY BUSINESS 4. July 2015: ESOTERIC WEALTH PARTNERS, LLC - MANAGING MEMBER/IAR - INVESTMENT RELATED - SAME OFFICE ADDRESS - 30 HOURS/MTH DURING TRADING - ADVISORY BUSINESS 5. December 2024: PALUMBO HOLDINGS, LL - OWNER - NON-INVESTMENT RELATED - SAME OFFICE ADDRESS - 2 HRS/MTH DURING TRADING - HOLDING COMPANY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-22
• S63 Uniform Securities Agent State Law Examination
  2006-10-06

Other Names

• Matthew Thomas Palumbo
• Matt Thomas Palumbo