Matthew Kerry Poulos

Current Employers

Mcf Advisors, Llc

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-01-06
KY	RA	APPROVED	2023-02-15

NC RA
APPROVED

Since 2026-01-06
KY RA
APPROVED

Since 2023-02-15

Branch Locations

Charlotte, NC • United States

333 West Vine Street 12Th Floor, Lexington, KY 40507 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Crestiview Hills	KY	03/2006	09/2021
Queen City Racquet Club	Sharonville	OH	09/2021	02/2023
Mcf Advisors Llc	Covington	KY	02/2023	Present

03/2006 → 09/2021

Ameriprise Financial Services, Inc.

Crestiview Hills, KY
09/2021 → 02/2023

Queen City Racquet Club

Sharonville, OH
02/2023 → Present

Mcf Advisors Llc

Covington, KY

Previous Registrations

2006-07-19 → 2021-10-01

Ameriprise Financial Services, Llc

Florence, KY

Crestview Hills, KY

Other Businesses

1. LICENSED INSURANCE AGENT: HEALTH, LIFE /INVESTMENT-RELATED: YES / 50 E RIVERCENTER BLD #300, COVINGTON, KY 41011/ NATURE OF BUSINESS: INSURANCE / TITLE: LICENSED INSURANCE AGENT / START DATE: 06/2006 / HOURS PER MONTH: <5 / HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5 / DUTIES: INSURANCE PRODUCT SUPPORT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-18

S66 Uniform Combined State Law Examination

2006-07-18

Other Names

Matthew Kerry Poulos

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