Matthew Ryan Reese

Current Employers

Employment History

• 01/2012 → 01/2020
  Advanced Piping Products Inc.
  Houston, TX
• 01/2020 → 10/2021
  Unemployed
  Houston, CA
• 10/2021 → 04/2022
  Moss Adams
  San Diego, CA
• 05/2022 → 03/2023
  Bdo Usa
  San Diego, CA
• 03/2023 → Present
  Matt Reese, Cpa
  Carlsbad, CA
• 10/2023 → Present
  Independence Square Holdings, Llc
  Carlsbad, CA

Other Businesses

Name: Matt Reese, CPA; Investment Related: No; Address: 2173 Salk Avenue, Suite 250, Carlsbad, CA 92008; Nature of Business: Tax Preparation and Bookkeeping; Position/Title: CPA and owner; Start Date: 03/2023; hours spent: 160 hours; hours during securities trading hours: 160 hours. Duties: Tax Preparation and Bookkeeping, owner. Name: Advanced Piping Products Inc.; Investment Related: No; Address: 5611 Guhn Rd. Suite A1 Houston, TX 77040; Nature of Business: The Manufacturing of metal and plastic parts, primarily for oil and gas refineries; Position/Title: Owner and Vice President of the board; Start Date: 01/2012; hours spent: 10 hours; hours during securities trading hours: 10 hours. Duties: Vice President of the Board. Name: Independence Square Advisors; Investment Related: Yes; Address: 2173 Salk Avenue, Suite 250, Carlsbad, CA 92008; Nature of Business: DBA for Registered Investment Adviser; Position/Title: Promoter; Start Date: 10/2023; hours spent: 10 hours; hours during securities trading hours: 10 hours. Duties: Promoter has a written agreement with Adviser under which the Promoter refers prospective clients to Adviser in exchange for a referral fee from Adviser. Promoter acts in a referral capacity only; therefore, the Promoter is not authorized to provide investment advice to you or manage/assist Adviser with the management of your advisory account. The referral fee is being paid to the Promoter for referral services only.