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Matthew Bernard Haushalter

American Harbour Wealth Management, LLC

Orlando, FL

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Current Employers
American Harbour Wealth Management, Llc

7009 Dr Phillips Blvd Suite 260, Orlando, FL 32819 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-17
  • FL RA
    APPROVED
    Since 2023-03-17

Branch Locations

7009 Dr Phillips Blvd Suite 260, Orlando, FL 32819 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Proequities Inc Orlando FL 10/2013 03/2020
American Harbour Wealth Management Orlando FL 10/2013 03/2020
Bishop Moore High School Lacrosse Coach Orlando FL 01/2014 12/2022
Delta Capital Management Maitland FL 03/2022 02/2023
Delta Securities Company, Llc Maitland FL 03/2020 03/2022
American Harbour Wealth Management, Llc Orlando FL 12/2022 Present
American Harbour Wealth Management, Llc Orlando FL 12/2022 Present
  • 10/2013 → 03/2020
    Proequities Inc
    Orlando, FL
  • 10/2013 → 03/2020
    American Harbour Wealth Management
    Orlando, FL
  • 01/2014 → 12/2022
    Bishop Moore High School Lacrosse Coach
    Orlando, FL
  • 03/2022 → 02/2023
    Delta Capital Management
    Maitland, FL
  • 03/2020 → 03/2022
    Delta Securities Company, Llc
    Maitland, FL
  • 12/2022 → Present
    American Harbour Wealth Management, Llc
    Orlando, FL
  • 12/2022 → Present
    American Harbour Wealth Management, Llc
    Orlando, FL
Previous Registrations
  • 2022-12-16 → 2023-02-09
    Delta Capital Management, Llc
    Maitland, FL
  • 2013-10-22 → 2020-03-20
    Concourse Financial Group Securities, Inc.
    Orlando, FL
    Orlando, FL
  • 2011-10-07 → 2013-10-23
    Waddell & Reed
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-07
S63 Uniform Securities Agent State Law Examination 2011-10-15
  • S65 Uniform Investment Adviser Law Examination
    2022-07-07
  • S63 Uniform Securities Agent State Law Examination
    2011-10-15
Other Names
  • Matthew B Harshalter
  • Matthew B Haushalter
  • Matthew Haushalter

View on SEC IAPD

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