Matthew Jeffrey Allen

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-07-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	06/2021	05/2022
Wealth Advocate Group	Beachwood	OH	06/2017	08/2017
John D. Brown, Cpa, Inc.	Solon	OH	12/2018	01/2019
Wealthplan Partners	Westlake	OH	05/2019	08/2019
Textron Systems	Hunt Valley	MD	06/2020	08/2020
Miami University	Oxford	OH	08/2017	05/2021
Brecksville-Broadview Heights High School	Broadview Heights	OH	08/2013	06/2017
Wealth Advocate Group	Beachwood	OH	12/2017	01/2018
Wealth Advocate Group	Beachwood	OH	05/2018	08/2018
Choreo, Llc	Charlotte	NC	05/2022	10/2024
Corient	Charlotte	NC	10/2024	Present
Corient Services Llc	Miami	FL	10/2024	Present

06/2021 → 05/2022

The Vanguard Group, Inc.

Charlotte, NC
06/2017 → 08/2017

Wealth Advocate Group

Beachwood, OH
12/2018 → 01/2019

John D. Brown, Cpa, Inc.

Solon, OH
05/2019 → 08/2019

Wealthplan Partners

Westlake, OH
06/2020 → 08/2020

Textron Systems

Hunt Valley, MD
08/2017 → 05/2021

Miami University

Oxford, OH
08/2013 → 06/2017

Brecksville-Broadview Heights High School

Broadview Heights, OH
12/2017 → 01/2018

Wealth Advocate Group

Beachwood, OH
05/2018 → 08/2018

Wealth Advocate Group

Beachwood, OH
05/2022 → 10/2024

Choreo, Llc

Charlotte, NC
10/2024 → Present

Corient

Charlotte, NC
10/2024 → Present

Corient Services Llc

Miami, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-01
S63	Uniform Securities Agent State Law Examination	2021-08-19

Other Firms