Matthew Spencer Long

730 Third Avenue, New York, NY 10017-3206 • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-08-14
TX	RA	APPROVED	2025-08-14
VT	RA	APPROVED	2025-08-14
NC	RA	APPROVED	2024-03-25

Branch Locations

Charlotte, NC • United States

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

Organization	City	State	From	To
Guardian Life Insurance Company	Charlotte	NC	06/2017	07/2018
Chamberlain Financial Planning	Santa Cruz	CA	06/2015	06/2017
Truist	Charlotte	NC	07/2018	05/2023
Consolidated Planning	Charlotte	NC	06/2017	07/2018
A4 Wealth Advisors, Llc	Huntersville	NC	05/2023	10/2023
Park Avenue Securities Llc	Charlotte	NC	06/2017	06/2018
Kovar Wealth Management	Lufkin	TX	01/2024	03/2024
Tiaa	Charlotte	NC	03/2024	Present
Tiaa-Cref Individual & Institutional Services, Llc	Charlotte	NC	03/2024	Present

06/2017 → 07/2018

Guardian Life Insurance Company

Charlotte, NC
06/2015 → 06/2017

Chamberlain Financial Planning

Santa Cruz, CA
07/2018 → 05/2023

Truist

Charlotte, NC
06/2017 → 07/2018

Consolidated Planning

Charlotte, NC
05/2023 → 10/2023

A4 Wealth Advisors, Llc

Huntersville, NC
06/2017 → 06/2018

Park Avenue Securities Llc

Charlotte, NC
01/2024 → 03/2024

Kovar Wealth Management

Lufkin, TX
03/2024 → Present

Tiaa

Charlotte, NC
03/2024 → Present

Tiaa-Cref Individual & Institutional Services, Llc

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-14

Other Firms