Inactive

Matthew David Sheridan

Tfo Wealth Partners

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Current Employers

Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-05-06

NJ RA
APPROVED

Since 2025-05-06

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Moorestown, NJ • 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

Organization	City	State	From	To
Morgan Stanley	Red Bank	NJ	01/2014	07/2018
Morgan Stanley Private Bank, National Association	New York	NY	02/2015	07/2018
The Vanguard Group, Inc.	Malvern	PA	10/2018	01/2025
Unemployed	Haddonfield	NJ	08/2018	10/2018
Tfo Wealth Partners, Llc	Collingswood	NJ	02/2025	Present

01/2014 → 07/2018

Morgan Stanley

Red Bank, NJ
02/2015 → 07/2018

Morgan Stanley Private Bank, National Association

New York, NY
10/2018 → 01/2025

The Vanguard Group, Inc.

Malvern, PA
08/2018 → 10/2018

Unemployed

Haddonfield, NJ
02/2025 → Present

Tfo Wealth Partners, Llc

Collingswood, NJ

Previous Registrations

2018-10-26 → 2024-12-31

Vanguard Advisers, Inc.

Malvern, PA

Malvern, PA
2014-02-06 → 2018-07-19

Morgan Stanley

Red Bank, NJ
2011-09-12 → 2014-02-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
2009-10-23 → 2011-06-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

East Brunswick, NJ
2008-09-11 → 2009-10-28

Edward Jones

St Louis, MO

Hillsborough, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-28

S66 Uniform Combined State Law Examination

2008-08-28

Designations

Other Names

Matthew D Sheridan
Matthew Sheridan

View on SEC IAPD

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Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH

THE RETIREMENT GUYS FORMULA · MAUMEE, OH

CAMELOT PORTFOLIOS, LLC · MAUMEE, OH

ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH

MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH

PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH

BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH

OSAIC WEALTH, INC. · MAUMEE, OH

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