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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-03
SC RA APPROVED 2026-02-16
  • NC RA
    APPROVED
    Since 2026-03-03
  • SC RA
    APPROVED
    Since 2026-02-16

Branch Locations

Dunn, NC • United States

1055 Lpl Way, Fort Mill, SC 29715 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 11/2014 09/2017
Northwestern Mutual Investment Services Llc E Syracuse NY 11/2014 06/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 09/2017
Jason Crysler East Syracuse NY 10/2017 07/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 07/2018 06/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2018 06/2019
Cadaret, Grant & Co., Inc. Syracuse NY 06/2019 08/2025
Lpl Financial Llc Fort Mill SC 09/2025 Present
  • 11/2014 → 09/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2014 → 06/2019
    E Syracuse, NY
  • 01/2016 → 09/2017
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2017 → 07/2018
    Jason Crysler
    East Syracuse, NY
  • 07/2018 → 06/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2018 → 06/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2019 → 08/2025
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
  • 09/2025 → Present
    Fort Mill, SC
Previous Registrations
Other Businesses

1 - 10/2025 - Non-Variable Insurance - Inv Related - 1 Hour During Trading - 4 Hours/Month - Dunn, NC - OBA Start Date: 09/2008.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-28
S63 Uniform Securities Agent State Law Examination 2008-09-16
  • S65 Uniform Investment Adviser Law Examination
    2015-05-28
  • S63 Uniform Securities Agent State Law Examination
    2008-09-16
Other Names
  • Matthew James Abold
  • Matthew J Abold
  • Matt Abold

View on SEC IAPD

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