Matthew Brooke Mullowney

Current Employers

Employment History

• 01/2016 → 08/2019
  Woodbury Financial Services Inc
  Napa, CA
• 08/2019 → 09/2023
  Lpl Financial, Llc
  Saint Francisville, LA
• 08/2019 → 09/2023
  Financial Advocates Investment Management
  Saint Francisville, LA
• 09/2023 → Present
  Lifeworks Advisors, Llc Dba Cadillac Wealth Advisors
  St. Francisville, LA

Previous Registrations

• 2019-08-21 → 2023-09-15
  Financial Advocates Investment Management
  Napa, CA
  Olympia, WA
  Saint Francisville, LA
• 2016-01-11 → 2019-08-19
  Woodbury Financial Services, Inc.
  Napa, CA
• 2014-09-26 → 2016-01-11
  Wells Fargo Clearing Services, Llc
  Napa, CA

Other Businesses

1. 8/15/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 9/13/2016 - 5 Hours Per Month/2 Hours During Securities Trading - Time Spent 10%.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-10