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Thomas Henry Itkoff

Matter Family Office

St Louis, MO

Dallas, TX

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Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-17

Branch Locations

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

3811 Turtle Creek Blvd. Suite 800, Dallas, TX 75219 • 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
Clubcorp Farmers Branch TX 05/2018 01/2019
Avx Digital Addison TX 10/2018 01/2019
Doordash Bryn Mawr PA 01/2021 02/2022
Eagle Bay Advisors Llc D/B/A Eagle Bay Family Office New York NY 04/2022 02/2025
N/A Villanova PA 07/2017 12/2021
Sweetfrog Frozen Yogurt Frisco TX 11/2016 04/2018
N/A Frisco TX 12/2012 10/2016
Creative Planning, Llc Overland Park KS 03/2025 06/2026
Matter Llc Dallas TX 06/2016 Present
  • 05/2018 → 01/2019
    Clubcorp
    Farmers Branch, TX
  • 10/2018 → 01/2019
    Avx Digital
    Addison, TX
  • 01/2021 → 02/2022
    Doordash
    Bryn Mawr, PA
  • 04/2022 → 02/2025
    Eagle Bay Advisors Llc D/B/A Eagle Bay Family Office
    New York, NY
  • 07/2017 → 12/2021
    N/A
    Villanova, PA
  • 11/2016 → 04/2018
    Sweetfrog Frozen Yogurt
    Frisco, TX
  • 12/2012 → 10/2016
    N/A
    Frisco, TX
  • 03/2025 → 06/2026
    Creative Planning, Llc
    Overland Park, KS
  • 06/2016 → Present
    Matter Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-24
  • S65 Uniform Investment Adviser Law Examination
    2025-05-24

View on SEC IAPD

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