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Bremerton, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nepsis, Inc. | Minneapolis | MN | 12/2015 | Present |
| Grounded Oaks Capital Management Inc | Bloomington | IL | 01/2022 | 05/2025 |
| Balsam Solutions Llc | Poulsbo | WA | 06/2017 | Present |
| Strong Retirement Solutions Llc | Bremerton | WA | 05/2025 | Present |
Since January or 2022 Matt s also 5% owner of Grounded Oaks Capital Management, Inc, The Firm provides financial services and insurance products. Bloomington, IL Minority Owner. Investment related and 5 hours/mo., trading hours 5 hours Balsam Solution, LLC, Investment related, Poulsbo, WA, LLC formed for tax purposes, owner, 2017 to present. it is 100% overlap with my role as IAR for Nepsis Five Musketeers LLC, non-investment related, Poulsbo, WA, LLC formed for real estate management, co-owner, 01/2021 to present. less than 5% of time devoted to this activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-25 |
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