Matthew Jeremiah Landon

Employer firm

Semmax Financial Advisors, Inc. CRD 144978

$495M regulatory AUM 70 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• FINANCIAL REVIEWS/CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 01/2017
  Ih Caffey Dist.
  Greensboro, NC
• 01/2017 → Present
  Semmax Financial Advisors
  Winston Salem, NC

Other Businesses

Semmax, Inc.; Investment-Related; 1447 Trade Mart Boulevard, Winston-Salem, North Carolina 27127; Insurance Agency; January 23, 2017; approximately 40 hours per month; approximately 40 hours during securities trading hours; duties include understanding a client's financial picture, which means also discussing their risk management through products like life or long-term care insurance. These products may, when appropriate, be offered to meet the needs of the client as part of providing financial planning services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-23

Other Names

• Matthew Landon