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Matthew Ross Lavoie

Larson Financial Group, LLC

Greenwood Village, CO

Saint Louis, MO

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Current Employers
Larson Financial Group, Llc

100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-09-09
  • CO RA
    APPROVED
    Since 2024-09-09

Branch Locations

5299 Dtc Blvd Suite 110, Greenwood Village, CO 80111 • United States

100 N Broadway Suite 1700, Saint Louis, MO 63102 • 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
Charles Schwab & Co., Inc. Lone Tree CO 02/2010 06/2020
Charles Schwab Investment Management Lone Tree CO 06/2020 01/2024
Larson Financial St. Louis MO 06/2024 Present
Unemployed Castle Rock CO 01/2024 06/2024
  • 02/2010 → 06/2020
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 06/2020 → 01/2024
    Charles Schwab Investment Management
    Lone Tree, CO
  • 06/2024 → Present
    Larson Financial
    St. Louis, MO
  • 01/2024 → 06/2024
    Unemployed
    Castle Rock, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-09
S63 Uniform Securities Agent State Law Examination 2006-08-22
  • S66 Uniform Combined State Law Examination
    2024-09-09
  • S63 Uniform Securities Agent State Law Examination
    2006-08-22
Designations
Other Names
  • Matthew R Lavoie
  • Matt Lavoie

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
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