Matthew Arthur Keefe

Current Employers

The Fiduciary Alliance

135 S Main St Suite 600, Greenville, SC 29601 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2024-03-14

MA RA
APPROVED

Since 2024-03-14

Branch Locations

461 Main Street, Tewksbury, MA 01876 • United States

135 S Main St Suite 600, Greenville, SC 29601 • 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

Organization	City	State	From	To
The Fiduciary Alliance Llc	Tewksbury	MA	07/2023	Present
Merrimack Financial	Tewksbury	MA	01/2020	Present
Dick Insurance Agency	Tewksbury	MA	01/2020	Present
Play Ball Llc	Salem	NH	06/2016	01/2020

07/2023 → Present

The Fiduciary Alliance Llc

Tewksbury, MA
01/2020 → Present

Merrimack Financial

Tewksbury, MA
01/2020 → Present

Dick Insurance Agency

Tewksbury, MA
06/2016 → 01/2020

Play Ball Llc

Salem, NH

Other Businesses

DICK INSURANCE AGENCY; INVESTMENT-RELATED; TEWKSBURY, MA; ACCOUNT EXECUTIVE; START DATE 06/2020; APPROX. 20 HRS/WK DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-06-28

S65 Uniform Investment Adviser Law Examination

2023-06-28

View on SEC IAPD

Current Employers

The Fiduciary Alliance

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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