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Inactive

Matthew T Melvin

Mariner

New York, NY

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-22
NY RA APPROVED 2024-05-20
  • NJ RA
    APPROVED
    Since 2024-05-22
  • NY RA
    APPROVED
    Since 2024-05-20

Branch Locations

1500 Broadway 28Th Floor, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. New York City NY 06/2022 10/2022
N/A Bloomfield NJ 09/2011 12/2021
Orange Recreation Orange NJ 08/2013 09/2016
Investors Bancorp Inc Springfield NJ 09/2019 06/2022
Td Bank, N.A. West Orange NJ 02/2016 08/2019
Uber Eats South Orange NJ 09/2020 06/2022
Adp Broker-Dealer, Inc. Florham Park NJ 03/2023 01/2024
Adp, Inc. Florham Park NJ 03/2023 01/2024
N/A South Orange NJ 10/2022 03/2023
Mariner Wealth Advisors Overland Park KS 01/2024 04/2024
Mariner Wealth Advisors Overland Park KS 04/2024 Present
  • 06/2022 → 10/2022
    Charles Schwab & Co., Inc.
    New York City, NY
  • 09/2011 → 12/2021
    N/A
    Bloomfield, NJ
  • 08/2013 → 09/2016
    Orange Recreation
    Orange, NJ
  • 09/2019 → 06/2022
    Investors Bancorp Inc
    Springfield, NJ
  • 02/2016 → 08/2019
    Td Bank, N.A.
    West Orange, NJ
  • 09/2020 → 06/2022
    Uber Eats
    South Orange, NJ
  • 03/2023 → 01/2024
    Adp Broker-Dealer, Inc.
    Florham Park, NJ
  • 03/2023 → 01/2024
    Adp, Inc.
    Florham Park, NJ
  • 10/2022 → 03/2023
    N/A
    South Orange, NJ
  • 01/2024 → 04/2024
    Mariner Wealth Advisors
    Overland Park, KS
  • 04/2024 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-20
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S65 Uniform Investment Adviser Law Examination
    2024-05-20
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03
Other Names
  • Matthew Melvin

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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