Matthew James Gomoll

Current Employers

Employment History

• 09/2016 → 07/2017
  Visionquest Wealth Management, Llc
  Raleigh, NC
• 09/2012 → 09/2016
  Us Army
  Fort Campbell, KY
• 08/2017 → 02/2020
  Dgs Capital Management, Llc
  New York, NY
• 02/2020 → Present
  Cwm, Llc
  Omaha, NE
• 02/2020 → 07/2024
  Carson Wealth
  Raleigh, NC
• 07/2024 → Present
  Trillium Wealth
  Raleigh, NC

Previous Registrations

• 2020-02-04 → 2026-05-01
  Cwm, Llc
  Washington, DC
  Omaha, NE
  Raleigh, NC
• 2020-01-06 → 2020-04-21
  Dgs Capital Management
  Raleigh, NC
• 2020-01-28 → 2020-01-28
  Cwm, Llc
  Raleigh, NC
  Omaha, NE
• 2017-11-06 → 2019-12-31
  Dgs Capital Management
  Raleigh, NC
• 2016-09-22 → 2017-07-27
  Visionquest Wealth Management, Llc
  Raleigh, NC

Other Businesses

1) Name of Other Business: U.S. Army Reserve. Position/Title: CGSOC Instructor. Investment-related: no, government service. Start Date; 12/2016. Approx number of hours: 20 hours per month on average (includes drill weekend). Approx. Number of hours during trading: 0 hours per week. Duties: Serve as a small group instructor for the Army's Command and General Staff Officer Course. 2) Name of business: Two-One Alpha Group, LLC. NATURE: Holding Company. Start: 1/1/2023. Position: Founder. Approx hours per month 2. Hours per month during trading hours: 1. Duties: Maintain LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-22