Matthew Taylor Schwartz

Current Employers

Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-20

TX RA
APPROVED

Since 2020-01-20

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

600 N. Shepherd Drive Suite 200, Houston, TX 77007 • 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
Lion Street	Austin	TX	06/2014	06/2017
Capstone Partners	Houston	TX	07/2017	07/2019
Tfo Wealth Partners	Houston	TX	08/2019	Present

06/2014 → 06/2017

Lion Street

Austin, TX
07/2017 → 07/2019

Capstone Partners

Houston, TX
08/2019 → Present

Tfo Wealth Partners

Houston, TX

Other Businesses

SYNERGY RISK MANAGEMENT, LTD. 600 N SHEPHERD SUITE 200 HOUSTON, TX 77007, INVESTMENT RELATED START DATE: AUGUST 2020 INSURANCE AGENT DESIGNING LIFE INSURANCE POLICIES 30 HOURS PER MONTH, 30 HOURS DURING SECURITIES TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-12-18

S65 Uniform Investment Adviser Law Examination

2019-12-18

Designations

View on SEC IAPD

Current Employers

Tfo Wealth Partners

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

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