Matthew James Bostwick

Current Employers

Lvz, Inc.

240 South River Avenue, Holland, MI 49423 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2021-07-22

FL RA
APPROVED

Since 2021-07-22

Branch Locations

Belleair, FL • 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
Next Financial Group, Inc.	Houston	TX	03/2015	07/2021
Lvz, Inc.	Holland	MI	07/2021	Present

03/2015 → 07/2021

Next Financial Group, Inc.

Houston, TX
07/2021 → Present

Lvz, Inc.

Holland, MI

Previous Registrations

2017-01-30 → 2021-07-20

Next Financial Group, Inc.

Belleair, FL

Belleair, FL

Lockport, NY

Columbus, OH

Other Businesses

COASTLINE CAPITAL MANAGEMENT POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/27/2017 ADDRESS: 640 Poinsettia Rd, Belleair FL 33756, United States DESCRIPTION: DBA for investment advisory services; COASTLINE CAPITAL MANAGEMENT POSITION: Owner NATURE: Insurance: Fixed Annuities; Life/Health; Medicare Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/20/2018 ADDRESS: 640 Poinsettia Rd, Belleair FL 33756, United States DESCRIPTION: Licensed to offer and sell fixed annuities, life insurance and medicare supplement; BALM VILLA PROPERITES, LLC POSITION: Co-Owner NATURE: Short Term Rental; INVESTMENT RELATED: No; NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4; START DATE: September 26, 2024 ADDRESS: 17 Holmes Road, Newburgh, NY 12550, United States; DESCRIPTION: Short Term Rental

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-27

S65 Uniform Investment Adviser Law Examination

2016-10-27

View on SEC IAPD