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Inactive

Matthew Chad Willett

Watts Gwilliam & Company, LLC

Gilbert, AZ

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Current Employers
Watts Gwilliam & Company, Llc

2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-03-22
  • AZ RA
    APPROVED
    Since 2024-03-22

Branch Locations

2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • 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
Wealthplan Advisors Scottsdale AZ 08/2018 09/2018
Bank Of America Merrill Lynch Gilbert AZ 08/2017 12/2017
Wealthplan Advisors Scottsdale AZ 08/2016 12/2016
Brigham Young University Idaho Rexburg ID 09/2013 07/2018
Charles Schwab & Co., Inc. Phoenix AZ 09/2018 08/2020
Wealthplan Advisors Scottsdale AZ 08/2020 02/2024
Global Retirement Partners, Llc San Rafael CA 08/2022 02/2024
Watts Gwilliam & Company, Llc Gilbert AZ 02/2024 Present
  • 08/2018 → 09/2018
    Wealthplan Advisors
    Scottsdale, AZ
  • 08/2017 → 12/2017
    Bank Of America Merrill Lynch
    Gilbert, AZ
  • 08/2016 → 12/2016
    Wealthplan Advisors
    Scottsdale, AZ
  • 09/2013 → 07/2018
    Brigham Young University Idaho
    Rexburg, ID
  • 09/2018 → 08/2020
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 08/2020 → 02/2024
    Wealthplan Advisors
    Scottsdale, AZ
  • 08/2022 → 02/2024
    Global Retirement Partners, Llc
    San Rafael, CA
  • 02/2024 → Present
    Watts Gwilliam & Company, Llc
    Gilbert, AZ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-11-07
S65 Uniform Investment Adviser Law Examination 2018-08-31
  • S63 Uniform Securities Agent State Law Examination
    2019-11-07
  • S65 Uniform Investment Adviser Law Examination
    2018-08-31
Other Names
  • Matthew Willett

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
BRIGHTGUIDE FINANCIAL
KINGSLEY WEALTH PARTNERS, INC.
VM JONES FINANCIAL CONSULTING, L.L.C.
CLEAR SKIES FINANCIAL

Other Investors

DAVID BRUCE WATTS
Kimball E Gwilliam
Benjamin Cooper
DANIEL BRADFORD GWILLIAM
JEFFREY STEPHEN WATTS
JONATHAN MARK VEST
JEFFREY ALLEN FRYER
Zhenhua Yuan

Other Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Gilbert, AZ
EDWARD JONES · GILBERT, AZ
MONEY CONCEPTS CAPITAL CORP · GILBERT, AZ
BRIGHTGUIDE FINANCIAL · GILBERT, AZ
KINGSLEY WEALTH PARTNERS, INC. · GILBERT, AZ
VM JONES FINANCIAL CONSULTING, L.L.C. · GILBERT, AZ

More in Gilbert, AZ

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