Matthew Robert Costa

Current Employers

Foundation Wealth & Tax Advisors, Llc

839 Bestgate Road Suite 400, Annapolis, MD 21401 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-07-08
VA	RA	APPROVED	2023-08-24
SC	RA	APPROVED	2023-04-16
MD	RA	APPROVED	2023-01-25
NC	RA	APPROVED	2022-02-28

FL RA
APPROVED

Since 2024-07-08
VA RA
APPROVED

Since 2023-08-24
SC RA
APPROVED

Since 2023-04-16
MD RA
APPROVED

Since 2023-01-25
NC RA
APPROVED

Since 2022-02-28

Branch Locations

Charlotte, NC • United States

839 Bestgate Road Suite 400, Annapolis, MD 21401 • 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

Organization	City	State	From	To
Court Place Advisors, Llc	Ellicott City	MD	01/2018	05/2018
Rcn And Associates Llc	Edgewater	MD	11/2017	Present
Rsm Us Llp	Charlotte	NC	10/2011	10/2017
Surepath Wealth Management	Frederick	MD	05/2018	06/2018
Mrc Financial Services Llc	Edgewater	MD	12/2017	Present
Park Avenue Securities, Llc	Bethesda	MD	03/2019	04/2019
Bestgate Wealth Advisors, Llc	Edgewater	MD	04/2019	10/2022
Foundation Wealth & Tax Advisors, Llc	Edgewater	MD	09/2021	Present

01/2018 → 05/2018

Court Place Advisors, Llc

Ellicott City, MD
11/2017 → Present

Rcn And Associates Llc

Edgewater, MD
10/2011 → 10/2017

Rsm Us Llp

Charlotte, NC
05/2018 → 06/2018

Surepath Wealth Management

Frederick, MD
12/2017 → Present

Mrc Financial Services Llc

Edgewater, MD
03/2019 → 04/2019

Park Avenue Securities, Llc

Bethesda, MD
04/2019 → 10/2022

Bestgate Wealth Advisors, Llc

Edgewater, MD
09/2021 → Present

Foundation Wealth & Tax Advisors, Llc

Edgewater, MD

Previous Registrations

2019-06-17 → 2022-11-03

Bestgate Wealth Advisors, Llc

Frederick, MD
2019-03-01 → 2019-04-09

Park Avenue Securities Llc

Chevy Chase, MD
2018-06-15 → 2018-06-22

Surepath Wealth Management

Frederick, MD

Austin, TX
2018-01-25 → 2018-05-25

Court Place Advisors Llc

Ellicott City, MD

Other Businesses

Matthew Robert Costa is an accountant and principal at RCN & Associates LLC. He spends approximately 40 hours a week on this outside business activity. Matthew Robert Costa is owner of MRC Financial Services, LLC. This entity is used as a holding company for ownership interest for Bestgate Wealth. I am currently the owner/manager of MRC Financial Services, LLC. Through this entity i providing accounting services to clients and own my interest in both Bestgate Wealth Advisors, LLC and Foundation Wealth Advisors, LLC. Bestgate is the former RIA and Foundation is the new RIA I am transitioning to. I receive no commissions through any of these business interests. My services are tax consulting and tax preparation through MRC financial.

Designations

View on SEC IAPD