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Matthew James Pruitt

Exhale Wealth

Edina, MN

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Current Employers
Exhale Wealth

Edina, MN • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-14
NY RA APPROVED 2023-06-16
CA RA APPROVED 2022-09-28
MN RA APPROVED 2022-07-19
  • TX RA
    APPROVED
    Since 2025-02-14
  • NY RA
    APPROVED
    Since 2023-06-16
  • CA RA
    APPROVED
    Since 2022-09-28
  • MN RA
    APPROVED
    Since 2022-07-19

Branch Locations

Edina, MN • 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
Houlihan Lokey Capital, Inc. Minneapolis MN 03/2018 05/2021
Nxt Capital Chicago IL 08/2014 02/2018
Ameriprise Financial Services, Llc Waconia MN 07/2021 07/2022
Exhale Wealth Management, Llc Minneapolis MN 07/2022 Present
  • 03/2018 → 05/2021
    Houlihan Lokey Capital, Inc.
    Minneapolis, MN
  • 08/2014 → 02/2018
    Nxt Capital
    Chicago, IL
  • 07/2021 → 07/2022
    Ameriprise Financial Services, Llc
    Waconia, MN
  • 07/2022 → Present
    Exhale Wealth Management, Llc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-06
  • S63 Uniform Securities Agent State Law Examination
    2018-04-06
Designations
Other Names
  • Matt Pruitt

View on SEC IAPD

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