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Matthew Robert Theal

Evermont Wealth

Claremont, CA

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Current Employers
Evermont Wealth

419 Yale Avenue, Claremont, CA 91711 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-17
  • CA RA
    APPROVED
    Since 2025-12-17

Branch Locations

419 Yale Ave., Claremont, CA 91711 • 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
Evermont Wealth, Inc. Claremont CA 08/2013 Present
Rpa Insurance Services Rancho Cucamonga CA 04/2015 01/2018
  • 08/2013 → Present
    Evermont Wealth, Inc.
    Claremont, CA
  • 04/2015 → 01/2018
    Rpa Insurance Services
    Rancho Cucamonga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-27
  • S65 Uniform Investment Adviser Law Examination
    2013-08-27

View on SEC IAPD

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