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Matthew David Sinkovitz

Confluence Investment Management LLC

Beachwood, OH

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Current Employers
Confluence Investment Management Llc

20 Allen Avenue, Ste 300, Saint Louis, MO 63119 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-05-03
  • OH RA
    APPROVED
    Since 2018-05-03

Branch Locations

3201 Enterprise Parkway Suite 495, Beachwood, OH 44122 • 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
Gratry & Company Llc Shaker Heights OH 05/2002 04/2018
Confluence Investment Management Llc Beachwood OH 04/2018 Present
Previous Registrations
  • 2013-03-05 → 2018-05-07
    Gratry & Company, Llc
    Beachwood, OH
    Shaker Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-04
  • S65 Uniform Investment Adviser Law Examination
    2013-03-04

View on SEC IAPD

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