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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-03-13 |
| CA | RA | APPROVED | 2022-07-21 |
| CO | RA | APPROVED | 2022-07-21 |
Branch Locations
Colorado Springs, CO • United States
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 10/2016 | 01/2022 |
| Davis Graham & Stubbs Llp | Denver | CO | 06/2015 | 09/2016 |
| Gwfs Equities, Inc | Greenwood Village | CO | 01/2022 | 07/2022 |
| Advised Assets Group, Llc | Greenwood Village | CO | 01/2022 | 07/2022 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 07/2022 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
1) Matthew is a small business owner of The Weekend Athlete - consulting and coaching services for grappling/combat sports clubs and practitioners. 2) Matthew is a Chair of Athlete Advisory Commitee for USA Judo, a nonprofit organization. 3) Matthew is an owner of Personal Financial Podcast responsible for creating, editing and publishing the public podcast, and investment related organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-08 |
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