Matthew Scott Belardes

Current Employers

Employment History

• 09/2016 → 11/2016
  Wells Fargo Advisors, Llc
  La Jolla, CA
• 11/2016 → 06/2017
  Wells Fargo Clearing Services, Llc
  La Jolla, CA
• 06/2017 → Present
  Independent Financial Group, Llc
  San Diego, CA

Previous Registrations

• 2016-10-05 → 2017-06-02
  Wells Fargo Clearing Services, Llc
  La Jolla, CA
• 2013-12-11 → 2016-06-09
  Credit Suisse Securities (Usa) Llc
  San Diego, CA
  San Diego, CA
  New York, NY
• 2009-06-01 → 2014-01-03
  Morgan Stanley
  San Diego, CA
• 2008-03-03 → 2009-06-01
  Citigroup Global Markets Inc.
  San Diego, CA

Other Businesses

(1) CAPITAL GROWTH, INC POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2017 ADDRESS: 8910 University Center Lane, Ste 150, San Diego CA 92122, United States DESCRIPTION: REGISTERED ADMIN AT DBA CAPITAL GROWTH USED FOR MARKETING PURPOSES. (2) PRAESIDIO ESTATE PLANNING POSITION: Owner NATURE: Attorney, Legal Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2019 ADDRESS: 8910 University Center Lane, Ste 150, San Diego CA 92122, United States DESCRIPTION: 100% OWNER OF PRAESIDIO ESTATE PLANNING PROVIDING ESTATE PLANNING ADVICE AND DOCUMENT DRAFTING (3) KAREN M. BELARDES 1994 FAMILY TRUST POSITION: Co-Trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2025 ADDRESS: 1271 Van Nuys Street, San Diego CA 92109, United States DESCRIPTION: Co-Trustee of Trust. 3 real properties in trust. Kevin Fligge is the co-Trustee and the beneficiary of this trust. He is the partner of my grandmother. My grandmother is Karen Belardes. She has passed away. Her trust leaves the property of her trust for the benefit of Kevin Fligge. At his death the property passes to me.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-01
• S63 Uniform Securities Agent State Law Examination
  2006-01-27

Designations

Other Names

• Matt Scott Belardes