Matthew Garrett Larson

Employer firm

Rbc Rochdale, LLC CRD 117198

$73.0B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 06/2019
  Invesco Distributors, Inc
  Houston, TX
• 01/2013 → 06/2019
  Invesco Advisers, Inc
  Atlanta, GA
• 06/2019 → 09/2020
  Whitley Penn
  Houston, TX
• 01/2021 → Present
  Cnr Securities, Llc
  Houston, TX
• 09/2020 → 01/2021
  Unemployed
  Houston, TX

Previous Registrations

• 2019-06-21 → 2020-09-09
  Wpwealth Llp
  Fort Worth, TX
  Houston, TX
• 2013-02-08 → 2019-06-06
  Invesco Advisers, Inc.
  Atlanta, GA
  Houston, TX
• 2011-03-07 → 2013-02-07
  Hornor, Townsend & Kent, Llc
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2010-12-18