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Matthew Glenn Davis

Sherwood Financial Partners, LLC

Westlake Village, CA

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Current Employers
Sherwood Financial Partners, Llc

2475 Townsgate Road Suite 210, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-10
CO RA APPROVED 2019-10-04
CA RA APPROVED 2019-05-14
  • TX RA
    APPROVED
    Since 2022-02-10
  • CO RA
    APPROVED
    Since 2019-10-04
  • CA RA
    APPROVED
    Since 2019-05-14

Branch Locations

2475 Townsgate Road Suite 210, Westlake Village, CA 91361 • 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
Cedarstone Advisors, Inc. Westlake Village CA 10/2015 06/2019
Sherwood Financial Partners,Llc Westlake Village CA 02/2019 Present
  • 10/2015 → 06/2019
    Cedarstone Advisors, Inc.
    Westlake Village, CA
  • 02/2019 → Present
    Sherwood Financial Partners,Llc
    Westlake Village, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-02
  • S65 Uniform Investment Adviser Law Examination
    2012-04-02
Designations

View on SEC IAPD

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MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
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