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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-16 |
Branch Locations
29550 Detroit Rd Suite 300, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Doolittle & Burroughs | Cleveland | OH | 04/2013 | 08/2020 |
| Porter Wright Morris & Arthur | Cleveland | OH | 08/2020 | 09/2022 |
| Unemployed | Chagrin Falls | OH | 10/2022 | 01/2023 |
| Independence Wealth Advisors, Llc | Independence | OH | 01/2023 | 04/2023 |
| The Law Office Of Matthew Matheney Llc | Chagrin Falls | OH | 04/2023 | Present |
| Guardian Life Insurance Company | Beachwood | OH | 08/2023 | 10/2025 |
| Park Avenue Investment Advisory Llc | Beachwood | OH | 09/2023 | 10/2025 |
| First Heartland Capital Inc | Lake St Louis | MO | 10/2025 | Present |
Law Office of Matthew Matheney LLC. - Legal Advice- Attorney/Owner, Start Date: 04/14/2023, Address: 17593 Merry Oaks Trail, Chagrin Falls, Ohio 44023, 40 hours per month, 40 during normal securities trading hours, Not investment related, More than 10% annual compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
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