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Matthew Peterson

Webull Advisors LLC

New York, NY

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Current Employers
Webull Advisors Llc

200 Carillon Parkway, St Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-01-05
  • NY RA
    APPROVED
    Since 2026-01-05

Branch Locations

44 Wall Street 2Nd Floor, New York, NY 10005 • 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
Td Ameritrade Jersey City NJ 05/2013 12/2022
Teaching Fellow - Nyu New York NY 09/2014 01/2017
Charles Schwab Jersey City NJ 01/2022 02/2024
Webull Financial Llc New York NY 07/2024 Present
Unemployed Jersey City NJ 03/2024 06/2024
Webull Technologies New York NY 07/2024 Present
Webull Advisors Llc New York NY 07/2024 Present
  • 05/2013 → 12/2022
    Td Ameritrade
    Jersey City, NJ
  • 09/2014 → 01/2017
    Teaching Fellow - Nyu
    New York, NY
  • 01/2022 → 02/2024
    Charles Schwab
    Jersey City, NJ
  • 07/2024 → Present
    Webull Financial Llc
    New York, NY
  • 03/2024 → 06/2024
    Unemployed
    Jersey City, NJ
  • 07/2024 → Present
    Webull Technologies
    New York, NY
  • 07/2024 → Present
    Webull Advisors Llc
    New York, NY
Previous Registrations
  • 2022-03-14 → 2024-02-07
    Charles Schwab & Co., Inc.
    Jersey City, NJ
    Chicago, IL
    Jersey City, NJ
  • 2013-06-12 → 2022-12-16
    Td Ameritrade Investment Management, Llc
    Jersey City, NJ
  • 2013-06-11 → 2022-10-14
    Td Ameritrade, Inc.
    Jersey City, NJ
    Jersey City, NJ
  • 2010-01-04 → 2013-05-15
    Equitable Advisors, Llc
    Edison, NJ
    Jersey City, NJ
Other Businesses

Name: Rental property, Role: Landlord, Type: Rental Property, Start Date: 01/01/2022, Investment Related?: No, Address: 30 Regent Street, Apt 616, Jersey City, NJ 07302 Number of Hours/Mo: 5, Duties: Landlord duties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-10
  • S66 Uniform Combined State Law Examination
    2009-12-10
Other Names
  • Matthew Thomas Peterson
  • Matthew Peterson

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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