Matthew Louis Sussman

Current Employers

Employment History

• 09/2014 → 09/2017
  Putnam Retail Management
  Andover, MA
• 10/2017 → 06/2018
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 05/2018 → 06/2018
  Summit Financial Group Inc.
  Boca Raton, FL
• 06/2018 → 09/2019
  Summit Brokerage Services
  Boca Raton, FL
• 06/2018 → 05/2021
  Summit Financial Group
  Boca Raton, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-05-25 → 2021-05-20
  Summit Financial Group Inc
  Boca Raton, FL
  Fort Lauderdale, FL

Other Businesses

(1) NAME OF OTHER BUSINESS: MLS WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2018 ; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 40-50 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: MEETING AND COMMUNICATING WITH CLIENTS AND TRADING IN CLIENT ACCOUNTS ; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/2020 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE & ANNUITIES ;

Exams

• S66 Uniform Combined State Law Examination
  2018-03-05
• S63 Uniform Securities Agent State Law Examination
  2014-12-08

Other Names

• Matt Sussman