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Matthew Joseph Felten

Cbiz Investment Advisory Services, LLC

Cumberland, MD

Cleveland, OH

Cbiz Financial Solutions, Inc.

Cumberland, MD

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-08-09
  • MD RA
    APPROVED
    Since 2018-08-09

Branch Locations

44 Baltimore St, Cumberland, MD 21502 • United States

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Cbiz Financial Solutions, Inc.

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2008-05-05
  • MD RA
    APPROVED
    Since 2008-05-05

Branch Locations

50 Baltimore Street 4Th Floor, Cumberland, MD 21502 • 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
Oval Track Promotions Westminster MD 03/2003 Present
Cbiz Financial Solutions, Inc. Cumberland MD 04/2008 Present
Previous Registrations
  • 2007-04-02 → 2007-09-06
    Morgan Stanley & Co. Llc
    Hunt Valley, MD
  • 2006-10-05 → 2007-04-02
    Morgan Stanley Dw Inc.
    Lutherville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-02
  • S66 Uniform Combined State Law Examination
    2006-10-02

View on SEC IAPD

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Other Offices

RBC CAPITAL MARKETS, LLC · CUMBERLAND, MD
CBIZ INVESTMENT ADVISORY SERVICES, LLC · Cumberland, MD
LPL FINANCIAL LLC · CUMBERLAND, MD
EDWARD JONES · Cumberland, MD
CETERA INVESTMENT ADVISERS LLC · CUMBERLAND, MD
DWT FINANCIAL SERVICES · CUMBERLAND, MD
WELLS FARGO CLEARING SERVICES, LLC · Cumberland, MD
&PARTNERS · Cumberland, MD

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