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Matthew Thomas Boswell

Neil Jesani Wealth Management

Sunrise, FL

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Current Employers
Neil Jesani Wealth Management

1301 International Parkway Suite 550, Sunrise, FL 33323 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-27
TX RA APPROVED_RES 2026-08-13
  • FL RA
    APPROVED
    Since 2026-08-27
  • TX RA
    APPROVED_RES
    Since 2026-08-13

Branch Locations

1301 International Parkway Suite 550, Sunrise, FL 33323 • 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
Tradeking Fort Lauderdale FL 09/2014 06/2020
Adp Totalsource Fort Lauderdale FL 09/2014 06/2020
Northern Trust Securities, Inc. Fort Lauderdale FL 04/2023 04/2024
Northern Trust Bank Fort Lauderdale FL 04/2023 04/2024
Unemployed Fort Lauderdale FL 06/2020 04/2023
Ameriprise Financial Services, Llc Ft Lauderdale FL 04/2025 08/2026
Teleperformance North Lauderdale FL 01/2025 02/2025
Unemployed Fort Lauderdale FL 04/2024 01/2025
Neil Jesani Wealth Management Sunrise FL 08/2026 Present
  • 09/2014 → 06/2020
    Tradeking
    Fort Lauderdale, FL
  • 09/2014 → 06/2020
    Adp Totalsource
    Fort Lauderdale, FL
  • 04/2023 → 04/2024
    Northern Trust Securities, Inc.
    Fort Lauderdale, FL
  • 04/2023 → 04/2024
    Northern Trust Bank
    Fort Lauderdale, FL
  • 06/2020 → 04/2023
    Unemployed
    Fort Lauderdale, FL
  • 04/2025 → 08/2026
    Ameriprise Financial Services, Llc
    Ft Lauderdale, FL
  • 01/2025 → 02/2025
    Teleperformance
    North Lauderdale, FL
  • 04/2024 → 01/2025
    Unemployed
    Fort Lauderdale, FL
  • 08/2026 → Present
    Neil Jesani Wealth Management
    Sunrise, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-07
S65 Uniform Investment Adviser Law Examination 2012-10-05
S63 Uniform Securities Agent State Law Examination 2006-08-25
  • S66 Uniform Combined State Law Examination
    2023-06-07
  • S65 Uniform Investment Adviser Law Examination
    2012-10-05
  • S63 Uniform Securities Agent State Law Examination
    2006-08-25
Other Names
  • Matthew T Boswell
  • Matt Boswell
  • Matthew Thomas Boswell
  • Matthew Boswell

View on SEC IAPD

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PFS INVESTMENTS INC. · SUNRISE, FL
PFS INVESTMENTS INC. · SUNRISE, FL
PFS INVESTMENTS INC. · SUNRISE, FL
PFS INVESTMENTS INC. · SUNRISE, FL
LIFECRAFT WEALTH MANAGEMENT · SUNRISE, FL
IFG ADVISORY, LLC · Sunrise, FL
ASSET PROTECTION GROUP · SUNRISE, FL
INTEGRITY ALLIANCE, LLC. · Davie, FL

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