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Matthew John De Garmo

Allworth Financial, L.P.

Walnut Creek, CA

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-12-22
  • CA RA
    APPROVED
    Since 2022-12-22

Branch Locations

1331 N California Blvd Suite 350, Walnut Creek, CA 94596 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
The Vanguard Group, Inc. Scottsdale AZ 10/2017 03/2019
The University Of Arizona Tucson AZ 08/2013 12/2016
The Shamrock Companies Walnut Creek CA 06/2017 09/2017
Concord Feed & Fuel Pleasant Hill CA 05/2017 05/2017
Unemployed Tucson AZ 12/2016 05/2017
Fidelity Brokerage Services Llc Walnut Creek CA 04/2019 12/2022
Aw Securities Folsom CA 12/2022 Present
Allworth Financial Folsom CA 12/2022 Present
  • 10/2017 → 03/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2013 → 12/2016
    The University Of Arizona
    Tucson, AZ
  • 06/2017 → 09/2017
    The Shamrock Companies
    Walnut Creek, CA
  • 05/2017 → 05/2017
    Concord Feed & Fuel
    Pleasant Hill, CA
  • 12/2016 → 05/2017
    Unemployed
    Tucson, AZ
  • 04/2019 → 12/2022
    Fidelity Brokerage Services Llc
    Walnut Creek, CA
  • 12/2022 → Present
    Aw Securities
    Folsom, CA
  • 12/2022 → Present
    Allworth Financial
    Folsom, CA
Previous Registrations
  • 2019-07-10 → 2022-11-29
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-03
S63 Uniform Securities Agent State Law Examination 2017-11-29
  • S65 Uniform Investment Adviser Law Examination
    2019-07-03
  • S63 Uniform Securities Agent State Law Examination
    2017-11-29
Designations
Other Names
  • Matt De Garmo
  • Matthew De Garmo

View on SEC IAPD

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OSAIC WEALTH, INC.

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DAVID ANTHONY ESPINEIRA
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Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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