Matthew Wynn Milholland

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Dublin, OH
• 03/2017 → 08/2018
  Mml Investors Services, Llc
  Dublin, OH
• 08/2018 → 08/2021
  Wells Fargo Advisors Financial Network, Llc
  Marysville, OH
• 08/2021 → Present
  Raymond James Financial Services, Inc.
  Marysville, OH
• 08/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Marysville, OH
• 08/2018 → 12/2023
  Mullholland Financial, Inc Dba Milholland Financial Group
  Marysville, OH

Previous Registrations

• 2018-08-10 → 2021-08-23
  Wells Fargo Advisors Financial Network, Llc
  Marysville, OH
• 2017-03-25 → 2018-08-16
  Mml Investors Services, Llc
  Dublin, OH
  Dublin, OH
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Dublin, OH
• 2013-04-16 → 2015-01-02
  New England Securities
  Dublin, OH

Other Businesses

(1) Name of Business: A&M Stays LLC Address: 20100 Bear Swamp Road, Marysville, OH, 43040, United States Activity Type: Rental Real Estate Position/Title: Borrower, Owner/Proprietor Investment Related: Yes Start Date: 06/30/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A&M Stays LLC holds a single family residence that is used as a short term rental. I co-own this business with my spouse, Anne Milholland. We actively participate in the business, but she is charge of the property management actvities. (2) Name of Business: Bear Swamp West, LLC Address: 18925 Bear Swamp Road, Marysville, OH, 43040, United States Activity Type: Rental Real Estate Position/Title: Officer - Vice President, Partner, Owner/Proprietor, Passive investor, Borrower Investment Related: Yes Start Date: 06/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are 50% owners of this LLC, which will own a condominium rented to my grandparents in Arizona. Responsibilities include ensuring renters follow rental agreement, paying HOA fees, paying loan payments, renewing rental lease each year, and ensuring the property is in working condition. (3) Name of Business: Milholland & Mitchell Financial Group LLC Address: 246 W 5th St Ste 102, Marysville, OH, 43040-1293, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Work in conjunction with Eric Milholland and Joseph Mitchell to successfully operate a financial planning practice in Marysville, OH. My duties include meeting with clients of the firm, assisting employees with training and operations, and planning marketing initiatives for the future. (4) Name of Business: Milholland Financial Inc. Address: 20100 Bear Swamp Road, Marysville, OH, 43040, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Meet with President and ensure the business finances are in order (5) Name of Business: MM Capital Advisors Address: 20100 Bear Swamp Road, Marysville, OH, 43040, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: own 100% of the company. The company owns my 33% stake in Milholland & Mitchell Financial Group LLC. (6) Name of Business: The Union County Foundation Address: 126 N Main St, Marysville, OH, 43040, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Officer - President, Committee Member Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist the Union County Foundation with event planning, fundraising, gifting and investment decisions as it relates to the endowments of the Union County Foundation. I am a member of the board of trustees and a member of the investment committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-07-05

Designations

Other Names

• Matt Wynn Milholland
• Matt Milholland