Matthew M Dufresne

Current Employers

Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APP_PEND_IARCE	2026-01-01
MA	RA	APPROVED	2024-07-18

RI RA
APP_PEND_IARCE

Since 2026-01-01
MA RA
APPROVED

Since 2024-07-18

Branch Locations

Shorewood, IL • United States

42 Weybosset Street, Penthouse, Providence, RI 02903 • 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

Organization	City	State	From	To
Strategic Retirement Partners	Providence	RI	10/2016	Present
Unemployed	Woonsocket	RI	05/2016	10/2016
Lpl Financial, Llc	Providence	RI	04/2019	Present
Global Retirement Partners Llc	Providence	RI	04/2019	06/2024
Wellth Advisory Services, Llc	Providence	RI	06/2024	Present

10/2016 → Present

Strategic Retirement Partners

Providence, RI
05/2016 → 10/2016

Unemployed

Woonsocket, RI
04/2019 → Present

Lpl Financial, Llc

Providence, RI
04/2019 → 06/2024

Global Retirement Partners Llc

Providence, RI
06/2024 → Present

Wellth Advisory Services, Llc

Providence, RI

Previous Registrations

2019-04-30 → 2024-07-13

Global Retirement Partners Llc

Providence, RI

San Rafael, CA
2017-12-04 → 2019-04-01

Kestra Advisory Services, Llc

Providence, RI

Austin, TX

Other Businesses

1. 10/01/2015 - STRATEGIC RETIREMENT PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 0%/ SHOREWOOD, IL 2. 04/01/2019 - SRP HOLDINGS GROUP LLC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED/ 0%/ SHOREWOOD, IL 3. 10/01/2015 - SRP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ SHOREWOOD, IL. 4. 4/29/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 176 Hours Per Month/6.5 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 176 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. Termed 6/2024 5. 5. 07/30/2021 - No Business Name - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 01/25/2021 - 80 Hours Per Month/0 Hours During Securities Trading - Twitch Affiliate.