Matthew Schanz

Current Employers

Employment History

• 07/2014 → 10/2017
  Cornerstone Wealth Management
  Raleigh, NC
• 08/2014 → 10/2017
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 10/2017 → 10/2019
  1St Global Capital Corp.
  Raleigh, NC
• 10/2017 → 10/2019
  1St Global Advisors, Inc.
  Raleigh, NC
• 10/2017 → 08/2024
  Hpg Wealthcare Advisors, Llc
  Raleigh, NC
• 10/2017 → 08/2024
  Avantax Insurance Services, Inc.
  Raleigh, NC
• 10/2019 → 08/2024
  Avantax Advisory Services
  Raleigh, NC
• 10/2019 → 08/2024
  Avantax Investment Services, Inc.
  Raleigh, NC
• 10/2017 → 08/2024
  Hpg Wealthcare Advisors, Llc
  Raleigh, NC
• 08/2024 → Present
  Dai Securities Llc
  Atlanta, GA
• 08/2024 → Present
  Prosperity - An Eisneramper Company
  Raleigh, NC

Previous Registrations

• 2019-10-25 → 2024-08-19
  Avantax Advisory Services
  Raleigh, NC
• 2017-10-16 → 2019-10-25
  1St Global Advisors Inc
  Raleigh, NC
• 2014-10-13 → 2017-10-18
  The Strategic Financial Alliance, Inc.
  Raleigh, NC

Other Businesses

FIXED INSURANCE AND ANNUITY SALES; POSITION: Insurance Agent NATURE: Fixed annuity and insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/2024; 1500 Sunday Drive, Suite 300, Raleigh NC 27607 Prosperity - An EisnerAmper Company; Investment Related; 1500 Sunday Dr Suite 300 Raleigh, NC 27607; RIA; IAR; 8/2024; 40 hours; 40 hours; Prepare comprehensive financial plans and develop and implement investment and savings strategies

Exams

• S66 Uniform Combined State Law Examination
  2014-10-11

Designations

Other Names

• Matt Schanz
• Matthew Robert Schanz