Andrew Michael Machata

Current Employers

Employment History

• 02/2015 → 01/2019
  Schwab Private Client Investment Advisory, Inc.
  Orlando, FL
• 02/2015 → 01/2019
  Charles Schwab & Co., Inc.
  Orlando, FL
• 04/2019 → Present
  Semper Wealth Management Llc
  Oviedo, FL
• 08/2019 → Present
  Semper Wealth Management Llc
  Oviedo, FL

Previous Registrations

• 2015-03-04 → 2019-01-11
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2012-12-13 → 2015-02-20
  Harrisdirect Llc
  Orlando, FL
  Arlington, VA
• 2011-06-06 → 2012-11-26
  Ubs Financial Services Inc.
  Winter Park, FL
• 2008-12-02 → 2011-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL

Other Businesses

1) Andrew Michael Machata: Owner and Managing Member of Vestergy LLC located at 873 White Rose Way, Oviedo, FL 32765, the business is investment related. Nature of Business: Vestergy is eventually going to offer more comprehensive services to RIAs. For now it will be a financial education provider and newsletter company. The topics of focus will be financial planning, investment ideas (not personalized financial or investment advice, but generic investment ideas/lists). Additionally, it will discuss the impact of AI technologies on the market, financial planning, and new and existing businesses. . Start Date: 9/5/2020. 12 hours per month devoted to Vestergy. 4 hours spent during securities trading hours. Responsibilities: Developing business plan, researching software technologies, creating, editing and distributing newsletter, video and social media content. 2) Synerbility Corp.; Not investment-related; 873 White Rose Way, Oviedo, FL 32765; Nature of business: Technology Business. Position Held: Owner and Managing Member. Hours worked per month 24 hours per month. Hours worked during security trading hours: 4 per month.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-26

Designations

Other Names

• Andrew M Machata