Matthew D Loewe

Current Employers

Employment History

• 12/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Other Businesses

I*:1744256 Entity Type: For Profit Name: LOEWE Holdings LLC Address: Tempe, AZ 85283 Investment Related: No Position, Title, Association: Owner Employee Start Date:03/11/2024 No Hours: 1 hr mthly No Hours during trading: 0 Duties: The primary purpose of the holding company, LOEWE Holdings LLC, is to centralize ownership and management of my business interests, streamlining administrative and strategic oversight. This structure aims to enhance efficiency, mitigate risk, and optimize financial management across the businesses. My role will be to oversee the strategic direction and overall financial health of the holding company, focusing on high-level decision-making and long-term planning, without involvement in day-to-day operations of the underlying LLCs. I* 1742289 Entity Type: For Profit Name : DUI Authority LLC Investment related: No Address of business: Tempe, AZ, 85282 Position, title, association: General Partner/Managing Member Start date of relationship: 03/11/2024 Number of hours devoted: 10 monthly Number of hours devoted during trading hours: 0 Duties: The primary purpose of the entity is to provide a comprehensive, white-glove service that simplifies and streamlines the process of regaining driving privileges for those affected by DUI charges. This involves guiding clients through requirements, paperwork, and any mandated courses or treatments. I will be responsible for overseeing the development and implementation of a comprehensive marketing strategy. My team's responsibilities include: Strategy Development: Creating and implementing a marketing strategy for our target audience. Brand Awareness: Building brand recognition and trust within the target market and communities. Lead Generation: Developing our marketing campaigns to attract potential clients and convert them into customers. Market Analysis: Continuously analyzing market trends and customer feedback to refine marketing strategies. I*1828272 Entity Type: For Profit Name of OBA: AZBDI LLC Address: Tempe, AZ, 85252 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 05/09/2024 No Hours: 10hrs mthly No Hours during trading: 0 Duties: A specialized marketing agency that designs and executes targeted advertising campaigns. My responsibilities are to direct the planning, development, and execution of all marketing campaigns that effectively target the identified audience, ensuring alignment with business goals. I*: 2199448 Entity Type: For Profit Name of OBA: Valley Uncensored LLC Address: Tempe, Arizona, 85282 Investment Related: No Position, Title, Association: Owner Employee State Date: 13-Feb-2025 No Hours: 5 Weekly No Hours during Trading: 0 Duties: Valley Uncensored LLC is a digital media and e-commerce business focused on content creation, digital products, and online retail. I produce and manage social content, operate online storefronts for merchandise/products, and monetize through creator funds, platform programs, and other revenue streams. No financial or investment advice is provided, and all activities are entirely separate from my regulated financial role. Operations comply with all appliable policies and do not pose a conflict of interest with the firm I*: 2409281 Entity Type: For Profit Name of OBA: TrueForm Agency LLC Address: Tempe, AZ 85282 Investment Related: No Position, Title, Association: Owner Employee Start Date: 4/22/2025 Number of Hours: 10 hrs wkly Number of Hours during trading: 0 Duties: TrueForm Agency LLC is a digital media agency that provides strategic support, training, and operational resources to content creators across social media platforms. The agency focuses on improving creator performance, audience engagement, and adherence to platform standards. As CEO, I lead overall strategy, develop partnerships, and oversee day-to-day operations. I do not engage in any securities-related activities or provide financial or investment advice.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-04
• S63 Uniform Securities Agent State Law Examination
  2014-03-10

Other Names

• Matthew David Loewe