Best Investors Account Sign in
Inactive

Matthew Thomas Harvey

Hfg Wealth Management, LLC

The Woodlands, TX

Claim This Profile
Current Employers
Hfg Wealth Management, Llc

1790 Hughes Landing Blvd Suite 575, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-02
  • TX RA
    APPROVED
    Since 2023-05-02

Branch Locations

1790 Hughes Landing Blvd Suite 575, The Woodlands, TX 77380 • 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
Hfg Wealth Management, Llc The Woodlands TX 01/2018 07/2018
Apt. Hunters Little Rock AR 11/2017 01/2018
Montford Multifamily Little Rock AR 07/2017 11/2017
Canyonview Capital Little Rock AR 11/2016 07/2017
University Of Central Arkansas Conway AR 01/2015 01/2017
Hfg Wealth Management, Llc The Woodlands TX 10/2020 12/2021
Buckingham Strategic Wealth, Llc Clayton MO 12/2021 04/2023
Hfg Wealth Management, Llc The Woodlands TX 07/2018 06/2019
Hfg Wealth Management, Llc The Woodlands TX 06/2019 10/2020
Hfg Wealth Management, Llc The Woodlands TX 05/2023 01/2024
Hfg Wealth Management, Llc The Woodlands TX 02/2024 Present
Previous Registrations
  • 2022-02-02 → 2023-04-25
    Buckingham Strategic Wealth, Llc
    Houston, TX
    St Louis, MO
  • 2021-08-09 → 2021-12-21
    Hfg Wealth Management, Llc
    The Woodlands, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-09
  • S65 Uniform Investment Adviser Law Examination
    2021-08-09
Designations

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor