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Current Employers
Wealth More Enterprise, Inc.

1900 Market Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-15
  • NC RA
    APPROVED
    Since 2026-01-15

Branch Locations

1900 Market Street, Philadelphia, PA 19103 • United States

Wake Forest, NC • 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 Llc New York NY 06/2015 12/2016
Citigroup New York NY 01/2017 08/2018
Nyc Dept. Of Consumer Affairs New York NY 08/2018 02/2020
Self-Employed Raleigh NC 03/2020 12/2020
Novozymes Raleigh NC 01/2021 12/2022
Willowtree Raleigh NC 12/2022 04/2025
Self-Employed Raleigh NC 05/2025 Present
Wealth More Enterprise Philadelphia PA 11/2025 Present
  • 06/2015 → 12/2016
    Capital One Llc
    New York, NY
  • 01/2017 → 08/2018
    Citigroup
    New York, NY
  • 08/2018 → 02/2020
    Nyc Dept. Of Consumer Affairs
    New York, NY
  • 03/2020 → 12/2020
    Self-Employed
    Raleigh, NC
  • 01/2021 → 12/2022
    Novozymes
    Raleigh, NC
  • 12/2022 → 04/2025
    Willowtree
    Raleigh, NC
  • 05/2025 → Present
    Self-Employed
    Raleigh, NC
  • 11/2025 → Present
    Wealth More Enterprise
    Philadelphia, PA
Previous Registrations
  • 2025-10-15 → 2025-12-31
    Philadelphia, PA
    Wake Forest, NC
  • 2017-01-12 → 2018-07-18
    Long Island City, NY
    New York, NY
    New York, NY
    New York, NY
  • 2015-06-17 → 2016-12-13
    Capital One Advisors, Llc
    Bronx, NY
    Mclean, VA
  • 2014-09-08 → 2015-06-04
    Maryland Heights, MO
    Dallas, TX
    Astoria, NY
    Maryland Heights, MO
Other Businesses

Building Bread - Not Investment Related - 8520 Bermondsey Market Way, Wake Forest, NC, 27587 - Education - CEO - Owner - 09/2010 - 4 hours per month - 0 hours during trading hours - Author/Speaker

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
S66 Uniform Combined State Law Examination 2014-09-05
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15
  • S66 Uniform Combined State Law Examination
    2014-09-05
Other Names
  • Kevin Matthews
  • Kevin L Matthews

View on SEC IAPD

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