Matthew William Fortney

Current Employers

Employment History

• 11/2015 → Present
  Lpl Financial, Llc
  Shelton, CT
• 11/2015 → 09/2020
  Northstar Wealth Partners, Llc
  Shelton, CT

Previous Registrations

• 2015-11-30 → 2020-09-30
  Northstar Wealth Partners Llc
  Shelton, CT
  West Hartford, CT
• 2010-03-25 → 2015-11-30
  Msi Financial Services, Inc.
  Shelton, CT
• 2006-03-20 → 2009-09-29
  Ast Investment Services, Inc.
  Shelton, CT
• 2003-03-12 → 2004-03-25
  American Skandia Advisory Services, Inc.
  Shelton, CT

Other Businesses

1. 10/10/2022 - Calderon Fortney Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/01/2022 - 200 Hours Per Month/8 Hours During Securities Trading 2. 04/25/2023 - STONESHORE PARTNERS LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/02/2023 - 200 Hours Per Month/8 Hours During Securities Trading 3. 06/04/2024 - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 11/16/2015 - 5 Hrs/Mo; 4 Hrs During Trading. 4. 04/08/2026 - Zenith Marketing / Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2020 - 5 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-06-14
• S65 Uniform Investment Adviser Law Examination
  2001-02-06

Other Names

• Matt Fortney