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Mark Matulewicz

LPl Financial LLC

Fort Mill, SC

Monroe, NC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-30
SC RA APPROVED 2024-01-30
  • NC RA
    APPROVED
    Since 2024-01-30
  • SC RA
    APPROVED
    Since 2024-01-30

Branch Locations

1055 Lpl Way, Fort Mill, SC 29715 • United States

Monroe, NC • 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
Dlb Securities Llc Denville NJ 05/2017 06/2017
East Carolina University Greenville NC 08/2013 05/2017
Game Theory Group Greenville NC 01/2017 05/2017
Basil'S Restaurant & Pizzeria Greenville NC 08/2016 11/2016
The Vanguard Group, Inc. Charlotte NC 07/2017 06/2019
The Vanguard Group, Inc. Charlotte NC 06/2016 11/2016
Self Employed Charlotte NC 08/2018 06/2019
Regions Bank Charlotte NC 06/2019 12/2020
Regions Securities Llc Charlotte NC 07/2019 12/2020
Lpl Financial Llc Fort Mill SC 12/2020 Present
  • 05/2017 → 06/2017
    Dlb Securities Llc
    Denville, NJ
  • 08/2013 → 05/2017
    East Carolina University
    Greenville, NC
  • 01/2017 → 05/2017
    Game Theory Group
    Greenville, NC
  • 08/2016 → 11/2016
    Basil'S Restaurant & Pizzeria
    Greenville, NC
  • 07/2017 → 06/2019
    The Vanguard Group, Inc.
    Charlotte, NC
  • 06/2016 → 11/2016
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2018 → 06/2019
    Self Employed
    Charlotte, NC
  • 06/2019 → 12/2020
    Regions Bank
    Charlotte, NC
  • 07/2019 → 12/2020
    Regions Securities Llc
    Charlotte, NC
  • 12/2020 → Present
    Lpl Financial Llc
    Fort Mill, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-26
S63 Uniform Securities Agent State Law Examination 2017-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-01-26
  • S63 Uniform Securities Agent State Law Examination
    2017-08-23
Other Names
  • Mark Matulewicz
  • Mark Avery Matulewicz

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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