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Matthew Edwards Krivonak

LPl Financial LLC

Rockville, MD

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-03
MD RA APPROVED 2022-06-02
  • TX RA
    APPROVED_RES
    Since 2022-06-03
  • MD RA
    APPROVED
    Since 2022-06-02

Branch Locations

9210 Corporate Blvd #210, Rockville, MD 20850 • 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
Capital One Advisors, Llc Rockville MD 01/2015 07/2018
Woodbury Financial Services, Inc. Mclean VA 07/2018 06/2022
Lpl Financial Rockville MD 06/2022 Present
  • 01/2015 → 07/2018
    Capital One Advisors, Llc
    Rockville, MD
  • 07/2018 → 06/2022
    Woodbury Financial Services, Inc.
    Mclean, VA
  • 06/2022 → Present
    Lpl Financial
    Rockville, MD
Previous Registrations
  • 2018-07-11 → 2022-06-06
    Woodbury Financial Services, Inc.
    Rockville, MD
    Bethesda, MD
  • 2015-01-28 → 2018-07-11
    Capital One Advisors, Llc
    Rockville, MD
    Mclean, VA
  • 2014-04-10 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
Other Businesses

1-05/2022 / KEY WEALTH MANAGERS / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 160 HR MNTH & 40 HR During Trading / Rockville, MD 20850 2- 05/2022 / Krivonak Financial Group LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / 8 HR MNTH / Bethesda, MD 20817 3- 08/11/2022- Aspida Life / TruChoice- Investment Related- Home Based -Non-Variable Insurance- Start Date- 08/10/2022- 10 Hours Per Month/ 4 Hours During Securities Trading 4- 09/22/2022 - TruChoice - IMO / BGA - Investment Related - Home Based - Non-Variable Insurance - Annuity MGYA Agent - Start Date - 08/10/2022 - 10 Hours Per Month/5 Hours During Securities Trading 5- 06/16/2023 - Capstone Insurance - Investment Related - At Reported Business Location(s) - Property and Casualty - Agent/ Owner - Start Date 06/13/2023 - 20 Hours Per Month/ 1 Hour During Securities Trading 6- 11/10/2025 - Axonic Annuity - Through TruChoice - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/04/2025 - 1 hour per month/ during trading 7- 11/10/2025 - "Oceanview Life and Annuity" through TruChoice - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/04/2025 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-10
  • S66 Uniform Combined State Law Examination
    2014-04-10
Other Names
  • Matthew Krivonak

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