Matthew Jason Szabad

Current Employers

Employment History

• 06/2016 → 12/2018
  Usaa Financial Planning Services
  Tampa, FL
• 06/2016 → 12/2018
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 10/2017 → 12/2018
  Uber
  San Francisco, CA
• 01/2018 → 12/2018
  Usaa Investment Management Company
  San Antonio, TX
• 12/2018 → 08/2022
  Raymond James & Associates, Inc
  St Petersburg, FL
• 08/2022 → Present
  Noble Family Wealth
  Clearwater, FL

Previous Registrations

• 2018-12-20 → 2022-09-20
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2018-01-08 → 2018-12-17
  Usaa Investment Services Company
  San Antonio, TX
• 2016-07-15 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
  Tampa, FL
• 2014-12-11 → 2016-06-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hanover, MD
  Columbia, MD
  Hanover, MD
• 2013-12-09 → 2014-10-31
  Cuso Financial Services, L.P.
  San Diego, CA
  Hanover, MD
• 2012-02-01 → 2013-12-31
  Grove Point Investments, Llc
  Lutherville, MD
  Hunt Valley, MD
  Lutherville, MD
• 2008-05-12 → 2010-03-30
  Msi Financial Services, Inc.
  Elkridge, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-05
• S63 Uniform Securities Agent State Law Examination
  2006-10-17

Designations

Other Names

• Matthew Szabad
• Matthew Jason Szabad