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Inactive

Philip Seth Matherly

Ironoak Wealth

Cedar Park, TX

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Current Employers
Ironoak Wealth

1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-17
  • TX RA
    APPROVED
    Since 2026-04-17

Branch Locations

1405 Arrow Point Drive Suite 1004, Cedar Park, TX 78613 • 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
Keybank Renton WA 02/2015 04/2017
Key Investment Services Renton WA 03/2015 03/2017
Jp Morgan Chase Bank Renton WA 05/2017 06/2021
Jp Morgan Securities, Llc Renton WA 05/2017 06/2021
Wells Fargo Clearing Services, Llc Mercer Island WA 06/2021 08/2022
Wells Fargo Bank, Na Mercer Island WA 06/2021 08/2022
Lpl Financial Llc Austin TX 08/2022 04/2026
Ironoak Wealth Llc Cedar Park TX 04/2026 Present
  • 02/2015 → 04/2017
    Keybank
    Renton, WA
  • 03/2015 → 03/2017
    Key Investment Services
    Renton, WA
  • 05/2017 → 06/2021
    Jp Morgan Chase Bank
    Renton, WA
  • 05/2017 → 06/2021
    Jp Morgan Securities, Llc
    Renton, WA
  • 06/2021 → 08/2022
    Wells Fargo Clearing Services, Llc
    Mercer Island, WA
  • 06/2021 → 08/2022
    Wells Fargo Bank, Na
    Mercer Island, WA
  • 08/2022 → 04/2026
    Lpl Financial Llc
    Austin, TX
  • 04/2026 → Present
    Ironoak Wealth Llc
    Cedar Park, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-09
S63 Uniform Securities Agent State Law Examination 2014-01-15
  • S66 Uniform Combined State Law Examination
    2021-08-09
  • S63 Uniform Securities Agent State Law Examination
    2014-01-15
Other Names
  • Seth Matherly
  • Philip Seth Matherly
  • Philip S Matherly

View on SEC IAPD

Other Firms

AMERITAS ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ARSLAN CAPITAL MANAGEMENT LLC
EMPOWER WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES

Other Investors

MARK ALLEN HUGHES
JASON THOMAS REISDORPH
MARC KEITH NASCIMENTO
Bekir Arslan
Philip Donato Capriotti
PHILIP DONATO CAPRIOTTI
William Robson Tipps
Jonathan C Block

Other Offices

AMERITAS ADVISORY SERVICES, LLC · CEDAR PARK, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Park, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Park, TX
ARSLAN CAPITAL MANAGEMENT LLC · CEDAR PARK, TX
EMPOWER WEALTH MANAGEMENT · CEDAR PARK, TX
THRIVENT INVESTMENT MANAGEMENT INC. · Cedar Park, TX
J.P. MORGAN SECURITIES LLC · CEDAR PARK, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CEDAR PARK, TX

More in Cedar Park, TX

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