Matthew Robert Crescenzo

Current Employers

Employment History

• 10/2014 → Present
  Lpl Financial, Llc
  Horsham, PA
• 02/2018 → Present
  Wealthcare Advisory Partners, Llc
  Horsham, PA

Other Businesses

1. 3/2/2016 - Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/25/2015 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - Life, Health, Disability, and Long Term Care. 2. 3/2/2016 - Secure Planning Group, LLC- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/10/2015 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 3. 12/27/2016 - Brokerage Concepts - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2015 - Agent/Broker - 2 Hours Per Month During Securities Trading. 4. 12/27/2016 - Branca Rampart - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2014 - Agent/Broker - 4 Hours Per Month/1 Hour During Securities Trading. 5. 12/29/20106 - Tri-State Area Disability Center - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2014 - Agent/Broker - 10 Hours Per Month/2 Hours During Securities Trading. 6. 12/29/20106 - Life Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2014 - Agent/Broker - 25 Hours Per Month/2 Hours During Securities Trading. 7. 3/8/2018 - Wealthcare Advisory Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide administrative support to Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/18/2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 3/8/2018 - Wealthcare Advisory Partners, LLC - DBA: (Hybrid) Secure Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/18/2018 - 80 Hours Per Month/3 Hours During Securities Trading - I provide administrative support to Wealthcare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 01/18/2018. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 7/14/2020 - Coastal Insurance Consulting - Investment Related - 110 N. Phoenixville Pike, Suite 200, Malvern, PA 19355 - Non-Variable Insurance - Start Date: 01/01/2019 - 100 Hours Per Month/1 Hour During Securities Trading. 10. 10/24/2022 - Emersion Reid - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Health Insurance Broker - Start Date: 07/01/2022 - 10 Hours Per Month/1 Hour During Securities Trading. 11. 10/24/2022 - MRC Financial - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 08/01/2022 - 160 Hours Per Month/2 Hours During Securities Trading. 12. 02/16/2024 - Soloff Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/16/2024 - 1 Hr/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2017-04-03