Matthew Tyler Monahan

Current Employers

Employment History

• 11/2013 → 03/2017
  Mobile Health
  New York, NY
• 03/2017 → 12/2017
  Unemployed
  Denville, NJ
• 12/2017 → 01/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2017 → 01/2019
  Northwestern Mutual Investment Services Llc
  Morristown, NJ
• 01/2019 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

FINAL EXPENSE PLAN POSITION: Producer NATURE: Solution what I already do with clients and will compliment what I do with clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/15/2020 ADDRESS: PO Box 1191, Madison WI 53701-1191, United States DESCRIPTION: Help clients provide liquid money in their estates to pay for funeral and other estate related expenses while assets from their estate are being settled. TURNING POINTE FINANCIAL POSITION: Agent/Registered rep NATURE: DBA/Finanial Services/Insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/29/2019 ADDRESS: PO Box 228, Liberty Corner, NJ 07938 United States DESCRIPTION: Financial Services/Insurance Sales SCHOOL HOUSE PLAZA PROPERTIES, LCC Is Not Investment Related, Rent Residential Real Estate, Owner, 2022-01-01, 1 hours per month, 0 hours per month during trading hours, Other Compensation, Purchased & Rented Unit 204 for 1/1/2022 which is owned in my wife Kristina and my name. We own 100% of this unit. DESCRIPTION: Purchased & Rented Unit 201 for 8/10/2023 which is owned by School House Plaza Properties LLC in which I own 50% of the company with a non-client friend. Purchasing & will be Renting Unit 202 on 12/1/2023 which we are planning to purchase with School House Plaza Properties LLC in whcih I own 50% of the company with a non-client friend. GOLDEN CITY PROPERTIES, LLC Is Not Investment Related, ADDRESS: 45 Cliffside Trail, , Denville, NJ, 07834, United States POSITION: Residential Real Estate, Owner, START DATE: 6/1/2024 NUMBER OF HOURS: 5 hours per month, SECURITIES TRADING HOURS: 0 hours per month during trading hours, DESCRIPTION: Buy, sell and rent residential real estate with an LLC. Compensation will be from profits from renting and selling real estate properties."

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-29
• S63 Uniform Securities Agent State Law Examination
  2018-08-10

Other Names

• Matt Monahan