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Matthew J Davis

Fairway Planning

Seattle, WA

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Current Employers
Fairway Planning

Seattle, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-12-08
  • WA RA
    APPROVED
    Since 2025-12-08

Branch Locations

Seattle, WA • 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
OrganizationCityStateFromTo
Capital One Seattle WA 06/2012 09/2019
N/A Seattle WA 10/2019 05/2020
Woven Money Seattle WA 06/2020 01/2022
Peerstreet Seattle WA 01/2022 09/2022
Rocket Money Seattle WA 12/2022 01/2025
Fairway Financial Planning Llc Seattle WA 05/2025 Present
N/A Seattle WA 01/2025 05/2025
  • 06/2012 → 09/2019
    Capital One
    Seattle, WA
  • 10/2019 → 05/2020
    N/A
    Seattle, WA
  • 06/2020 → 01/2022
    Woven Money
    Seattle, WA
  • 01/2022 → 09/2022
    Peerstreet
    Seattle, WA
  • 12/2022 → 01/2025
    Rocket Money
    Seattle, WA
  • 05/2025 → Present
    Fairway Financial Planning Llc
    Seattle, WA
  • 01/2025 → 05/2025
    N/A
    Seattle, WA
Previous Registrations
  • 2010-11-17 → 2019-08-01
    Capital One Advisors, Llc
    Mclean, VA
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-19
S66 Uniform Combined State Law Examination 2010-09-07
  • S65 Uniform Investment Adviser Law Examination
    2025-11-19
  • S66 Uniform Combined State Law Examination
    2010-09-07

View on SEC IAPD

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