Matthew Harold Richardson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 08/2020
  Triad Advisors Inc.
  Norcross, GA
• 03/2011 → 08/2020
  David Bodnar Advisors, Llc
  Cincinnati, OH
• 08/2020 → Present
  Lpl Financial Llc
  Blue Ash, OH

Previous Registrations

• 2011-06-08 → 2020-09-03
  David Bodnar Advisors Llc
  Cincinnati, OH
  Cincinatti, OH
• 2011-03-08 → 2011-03-09
  Triad Advisors Llc
  Cincinnati, OH
  Atlanta, GA
  Dayton, OH
• 2008-10-02 → 2011-03-08
  Signator Investors, Inc.
  Dayton, OH
  Dayton, OH

Other Businesses

1. 8/26/2020 - RICHBROOK HOMES LLC - Not investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 06/2001 - 1 Hour Per Month - Time Spent 1%. 2. 8/26/2020 - Sentinel Advisory Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 1/12/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 01/01/2021 - 0 Hours Per Month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-05-25

Designations

• Certified Financial Planner

Other Names

• Matthew Harold Richardson