Matthew Joseph Anderson

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-29
IN	RA	APPROVED	2025-08-04

TX RA
APPROVED

Since 2025-08-29
IN RA
APPROVED

Since 2025-08-04

Branch Locations

110 E Charles St, Muncie, IN 47305-2468 • United States

1020 N Baldwin Ave, Marion, IN 46952 • United States

2101 W Tiger Dr, Yorktown, IN 47396 • United States

1010 E Main St, Gas City, IN 46933 • United States

100 W 3Rd St, Marion, IN 46952 • United States

11 Municipal Dr Ste 150, Fishers, IN 46038 • United States

2910 W Jackson Street, Muncie, IN 47304 • 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
Colonial Renting & Leasing, Inc. Dba Dairy Queens Of Muncie	Muncie	IN	06/1988	Present
Baize Financial	Muncie	IN	05/2014	09/2018
Bay Restaurants, Llc Dba Yats	Muncie	IN	07/2013	09/2018
Insurance Sales	Muncie	IN	03/2015	08/2025
Muncie Area Youth For Christ	Munice	IN	06/2014	02/2020
Baize Financial Concepts	Muncie	IN	04/2014	04/2023
Signator Investors, Inc.	Muncie	IN	05/2016	11/2018
Osaic Wealth, Inc.	Muncie	IN	11/2018	08/2025
Seven Financial	Muncie	IN	04/2023	08/2025
Lpl Financial, Llc	Muncie	IN	08/2025	Present
Northwest Bank	Muncie	IN	08/2025	Present

06/1988 → Present

Colonial Renting & Leasing, Inc. Dba Dairy Queens Of Muncie

Muncie, IN
05/2014 → 09/2018

Baize Financial

Muncie, IN
07/2013 → 09/2018

Bay Restaurants, Llc Dba Yats

Muncie, IN
03/2015 → 08/2025

Insurance Sales

Muncie, IN
06/2014 → 02/2020

Muncie Area Youth For Christ

Munice, IN
04/2014 → 04/2023

Baize Financial Concepts

Muncie, IN
05/2016 → 11/2018

Signator Investors, Inc.

Muncie, IN
11/2018 → 08/2025

Osaic Wealth, Inc.

Muncie, IN
04/2023 → 08/2025

Seven Financial

Muncie, IN
08/2025 → Present

Lpl Financial, Llc

Muncie, IN
08/2025 → Present

Northwest Bank

Muncie, IN

Previous Registrations

2018-11-02 → 2025-08-04

Osaic Wealth, Inc.

Yorktown, IN

Greenville, OH

Muncie, IN
2016-05-13 → 2018-11-02

Signator Investors, Inc.

Muncie, IN

Greenville, OH

Merrillville, IN
2014-08-21 → 2016-05-13

Transamerica Financial Advisors, Llc

Muncie, IN

Greenville, OH

Other Businesses

1) 08/04/2025 - AndFive, LLC / Real Estate Rental / Inv Related / Muncie, IN 47304 / Start date 04/01/2021 - 1 hrs per month - 1 % time spent 2) 08/04/2025 -Colonial Renting & Leasing, Inc. dba Dairy Queens of Muncie / Business Owner / Advisor Owner / Non Inv Related / Muncie, IN 47304 / Start date 06/01/1993 - 2 hrs per month - 1 % time spent 3) 08/04/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Northwest Investment Services Inv Related / At reported business location (s) 4) 09/12/2025 - Northwest Bank - Not Investment Related - Financial Institution Duty - At reported business location (s) - Start Date:09/08/2025 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-08-21

S66 Uniform Combined State Law Examination

2014-08-21

View on SEC IAPD