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Matthew Brendan Haefner

Monograph Wealth Advisors, LLC

Manhattan Beach, CA

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Current Employers
Monograph Wealth Advisors, Llc

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-01-19
  • CA RA
    APPROVED
    Since 2017-01-19

Branch Locations

1230 Rosecrans Avenue Suite 425, Manhattan Beach, CA 90266 • 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
Oakwood Capital Management Llc Los Angeles CA 11/2012 11/2016
Monograph Wealth Advisors, Llc El Segundo CA 11/2016 Present
Previous Registrations
  • 2012-11-14 → 2016-12-01
    Oakwood Capital Management Llc
    Los Angeles, CA
  • 2011-09-06 → 2012-11-20
    Credit Suisse Securities (Usa) Llc
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-02
  • S66 Uniform Combined State Law Examination
    2011-09-02
Designations
Other Names
  • Matthew B Haefner

View on SEC IAPD

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Other Offices

BEACH CITIES WEALTH MANAGEMENT, LLC · MANHATTAN BEACH, CA
ACIES INVESTMENTS MANAGEMENT, LLC · MANHATTAN BEACH, CA
WALLENDER, TIMOTHY JOSEPH · MANHATTAN BEACH, CA
LPL FINANCIAL LLC · MANHATTAN BEACH, CA
MUTUAL ADVISORS, LLC · Manhattan Beach, CA
J.P. MORGAN SECURITIES LLC · MANHATTAN BEACH, CA
CURRENT EQUITY PARTNERS, LLC · MANHATTAN BEACH, CA
EPIC FUNDS · MANHATTAN BEACH, CA

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