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Todd Michael Matheny

Grandeur Peak Global Advisors

Salt Lake City, UT

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Current Employers
Grandeur Peak Global Advisors

136 S Main St Ste 720, Salt Lake City, UT 84101 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-04-26
  • UT RA
    APPROVED
    Since 2019-04-26

Branch Locations

136 S Main St Ste 720, Salt Lake City, UT 84101 • 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
Welton Investment Partners New York NY 08/2015 02/2019
Foreside Fund Services, Llc New York NY 02/2016 02/2019
Grandeur Peak Global Advisors Salt Lake City UT 02/2019 Present
Alps Distributors, Inc. Denver CO 02/2019 02/2019
Foreside Financial Services, Llc Salt Lake City UT 10/2023 10/2024
Northern Lights Distributors, Llc Elkhorn NE 10/2024 Present
  • 08/2015 → 02/2019
    Welton Investment Partners
    New York, NY
  • 02/2016 → 02/2019
    Foreside Fund Services, Llc
    New York, NY
  • 02/2019 → Present
    Grandeur Peak Global Advisors
    Salt Lake City, UT
  • 02/2019 → 02/2019
    Alps Distributors, Inc.
    Denver, CO
  • 10/2023 → 10/2024
    Foreside Financial Services, Llc
    Salt Lake City, UT
  • 10/2024 → Present
    Northern Lights Distributors, Llc
    Elkhorn, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-25
S63 Uniform Securities Agent State Law Examination 2016-04-05
  • S65 Uniform Investment Adviser Law Examination
    2019-04-25
  • S63 Uniform Securities Agent State Law Examination
    2016-04-05
Other Names
  • Todd Matheny
  • Todd Michael Matheny

View on SEC IAPD

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Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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