Matthew Radcliff Lowery

Current Employers

Employment History

• 01/2014 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 06/2017 → Present
  Carolina Wealth Advisors, Llc
  Myrtle Beach, SC

Previous Registrations

• 2013-03-26 → 2014-08-01
  Coastal Capital Advisors, Llc
  Myrtle Beach, SC
• 2009-03-19 → 2013-03-25
  Ameritrust Investment Advisors, Llc
  Myrtle Beach, SC
• 2009-01-22 → 2009-03-11
  Aventura Capital Management, Llc
  Boca Raton, FL

Other Businesses

1. CAROLINA WEALTH ADVISORS, LLC - INVESTMENT RELATED - 1110 LONDON STREET, SUITE 204 MYRTLE BEACH, SC 29577 - REGISTERED INVESTMENT ADVISER; DBA FOR FINANCIAL SERVICES OFFERED THROUGH SFA - PARTNER AND INVESTMENT ADVISER REPRESENTATIVE - 06/30/2017 - APPROXIMATELY 160 HOURS/MONTH INCLUDING DURING TRADING - INVESTMENT ADVISER REPRESENTATIVE. 2. COASTAL CAPITAL ADVISORS, LLC - NOT INVESTMENT RELATED - LOCATION: 2010 CHADBURY LANE MYRTLE BEACH, SC 29588 MAILING: PO BOX 14152 SURFSIDE BEACH, SC 29587 - PASSTHROUGH ENTITY; PREVIOUSLY MR. LOWERY'S RIA WHICH WAS CLOSED; THE ENTITY NAME REMAINS REGISTERED WITH NO CURRENT ACTIVITY; TWO WEBSITE DOMAINS OWNED BY COASTAL CAPITAL ADVISORS DIRECT CLIENTS TO CAROLINA WEALTH ADVISORS' WEBSITE - OWNER - 2012 - 0 HOURS DEVOTED TO ACTIVITY - NO CURRENT DAY TO DAY ACTIVITY. 3. TWO COASTAL GRADS, LLC - NOT INVESTMENT RELATED - 1110 LONDON STREET, SUITE 204 MYRTLE BEACH, SC 29577 - HOLDS REAL ESTATE WITH NO OTHER ACTIVITIES - PARTNER - 01/03/2014 - 1 HOUR PER MONTH DURING TRADING - PAY ANNUAL PROPERTY TAXES AND SERVICE LOAN ON REAL ESTATE. 4. M. RADCLIFF LOWERY, CPA, LLC - NOT INVESTMENT RELATED - MAILING: PO BOX 14152, SURFSIDE BEACH, SC 29577, PHYSICAL: 1110 LONDON STREET, SUITE 204 MYRTLE BEACH, SC 29577 - NO LONGER USED FOR DAY TO DAY BUSINESS; ENTITY IS PARTIAL OWNER OF CAROLINA WEALTH ADVISORS, LLC AND IS USED FOR BUSINESS TAX PURPOSES - OWNER - 08/2008 - 0 HOURS/MONTH - NO DAY TO DAY ACTIVITIES. 5. THE CENTER FOR COUNSELING AND WELLNESS. NOT INVESTMENT RELATED. 110 YE OLD KINGS HWY, NORTH MYRTLE BEACH, SC 29582. NON-PROFIT CENTER FOR COUNSELING. PRESIDENT OF THE BOARD OF DIRECTORS. 05/08/19. 2 HOUR/MONTH, 0 DURING TRADING. ATTEND QUARTERLY MEETINGS AND ASSIST WITH CREATING/MAINTAINING IPS AND FINANCIAL RELATED AREAS. 6. STRATEGIC FINANCIAL ALLIANCE INSURANCE SERVICES, INC., INVESTMENT RELATED, 2200 CENTURY PARKWAY, SUITE 500, ATLANTA, GA 30345, INSURANCE, INSURANCE AGENT, SINCE 01/2014, DEVOTE 5-10 HOURS PER MONTH, 5-10 HOURS DURING DURING SECURITIES TRADING HOURS, INSURANCE RECOMMENDATIONS 7.Name: Finance and Economics Advisory Board Coastal Carolina University Position: Board Member Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/01/2023 Nature: It is the purpose of the Advisory Board to work with the faculty of the Department of Finance and Economics to advise on the following matters: a) review of the existing undergraduate curriculum of the various undergraduate and graduate courses/programs in finance and economics. 8. Name: CSRL, LLC Position: Partner Nature: The business holds real estate with no other activities. Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 06/24/2024 Address: 1110 London St, Ste 204, Myrtle Beach SC 29577, United States Description: Pay annual property taxes, and service loan on real estate.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-03-27
• S65 Uniform Investment Adviser Law Examination
  2007-02-03

Designations

Other Names

• Rad Lowery