Matthew Ludack

Current Employers

Employment History

• 04/2014 → 12/2017
  Td Ameritrade
  Garden City, NY
• 01/2018 → 10/2021
  Wells Fargo Bank, Na
  Huntington, NY
• 01/2018 → 10/2021
  Wells Fargo Clearing Services, Llc
  Lake Ronkonkoma, NY
• 12/2021 → Present
  North Ridge Wealth Planning Llc
  Melville, NY
• 01/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-01-23 → 2021-10-26
  Wells Fargo Clearing Services, Llc
  Lake Ronkonkoma, NY
  White Plains, NY
  New York, NY
  Huntington, NY
• 2014-04-08 → 2017-12-20
  Td Ameritrade, Inc.
  Garden City, NY
• 2014-04-10 → 2017-12-20
  Td Ameritrade Investment Management, Llc
  Garden City, NY
• 2012-12-05 → 2014-03-24
  The Mutual Fund Store
  Overland Park, KS
• 2008-08-21 → 2009-04-29
  Chase Investment Services Corp.
  New York, NY
• 2007-05-30 → 2008-03-18
  Morgan Stanley & Co. Llc
  New York, NY
  Garden City, NY

Other Businesses

1. NAME OF OTHER BUSINESS: NORTH RIDGE WEALTH PLANNING LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WEALTH MANAGEMENT AND FINANCIAL PLANNING POSITION/TITLE/RELATIONSHIP: OPERATIONS ASSOCIATE START DATE: 12/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: BACK-OFFICE OPERATIONS AND PROCESSING; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2007-05-29

Other Names

• Matthew R Ludack
• Matthew Ludack
• Matthew Ronald Ludack