Matthew Alan Golliher

Current Employers

Employment History

• 03/2016 → 02/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 03/2016 → 02/2018
  First Merchants Bank
  Richmond, IN
• 05/2016 → 02/2018
  Cetera Investment Advisors Llc
  Richmond, IN
• 02/2018 → 03/2020
  U.S. Bancorp Investments, Inc.
  Richmond, IN
• 03/2020 → 10/2022
  Cantella & Co., Inc.
  Malden, MA
• 03/2020 → 11/2023
  Vista Investment Partners
  Richmond, IN
• 10/2022 → Present
  Level Four Financial, Llc
  Dallas, TX
• 11/2023 → Present
  Vista Investment Partners Ii, Llc
  Richmond, IN

Previous Registrations

• 2020-04-30 → 2023-11-20
  Vista Investment Partners Llc
  Richmond, IN
• 2018-02-13 → 2020-03-27
  U.S. Bancorp Investments, Inc.
  Cambridge City, IN
  Richmond, IN
  Centerville, IN
  Lynn, IN
  Aurora, IN
  Dillsboro, IN
  Connersville, IN
  Lawrenceburg, IN
  Lawrenceburg, IN
  Lawrenceburg, IN
• 2016-05-05 → 2018-02-14
  Cetera Investment Advisers Llc
  Richmond, IN

Other Businesses

1. VISTA INVESTMENT PARTNERS, LLC - REGISTERED RIA. INVESTMENT ADVISOR REPRESENTATIVE, MANAGEMENT OF CLIENT RELATIONSHIPS AND PORTFOLIOS / 140 HOURS PER MONTH DEVOTED DRUING TRADING OURS / STARTED 3/2020. INVESTMENT RELATED 2. VISTA INVESTMENT PARTNERS - DBA NAME FOR BROKERAGE BUSINESS CONDUCTED THROUGH LEVEL FOUR FINANCIAL, LLC., REGISTERED REPRESENTATIVE, 20 HOURS PER MONTH DEVOTED DURING TRADING HOURS / STARTED 10/2022. INVESTMENT RELATED 3. INSURANCE SALES, AGENT, SERVICES AND SELLS VARIOUS LINES OF NON-SECURITIES INSURANCE PRODUCTS AND FIXED ANNUITIES, DEVOTES APPROXIMATELY 60 HOURS PER MONTH WITH 50 BEING DURING TRADING HOURS / STARTED 3/2020. INVESTMENT RELATED 4. BITCOIN CONSULTANT / PART OWNER OF CONSULTING COMPANY, STARTED 12/1/2023, DEVOTE APPROXIMATELY 40 HOURS PER MONTH WITH 20 DURING TRADING HOURS. I DO NOT HAVE CUSTODY OR EXERCISE DISCRETION BUT EXECUTE TRANSACTIONS FOR CLIENTS ACCORDING TO THEIR INSTRUCTION OR INSTRUCTION OF THEIR TRUST. NOT INVESTMENT RELATED, LOCATED AT 1 WOODSIDE DRIVE, RICHMOND in 47374. 5. BTC ADVISORS, LLC, STARTED 7/2024, LLC HOLDS THE PARTNERSHIP EQUITY OF ORANGE HORIZON WEALTH AND DISBURSES REVENUE, MAJORITY OWNER AND PARTNER IN THE LLC, INVESTMENT RELATED, LOCATED AT 1 WOODSIDE DRIVE, RICHMOND IN 47374 6. ORANGE HORIZON WEALTH, INVESTMENT ADVISORY, DBA OF VISTA INVESTMENT PARTNERS AND FOCUSES ON PROVIDING WEALTH MANAGEMENT AND FINANCIAL ADVICE TO INVESTORS WHO OWN BITCOIN. STARTED 7/2024, DEVOTE 80 HOURS PER MONTH TO THIS ENTITY DURING TRADING OUTS, INVESTMENT RELATED, FINANCIAL ADVISOR & PARTNER, LOCATED AT 1 WOODSIDE DRIVE, RICHMOND IN 47374.

Exams

• S66 Uniform Combined State Law Examination
  2016-05-02
• S63 Uniform Securities Agent State Law Examination
  2014-09-19

Other Names

• Matthew Golliher