Matthew Peterson

Current Employers

Employment History

• 03/2024 → 05/2024
  Mml Investors Services, Llc
  San Francisco, CA
• 02/2024 → 05/2024
  Massmutual Life Insurance Company
  San Francisco, CA
• 05/2015 → 07/2018
  Orinda Park Pool
  Orinda, CA
• 08/2023 → 11/2023
  Mark's Paint
  Oakland, CA
• 09/2014 → 06/2018
  Campolindo High School
  Moraga, CA
• 09/2018 → 05/2020
  Diablo Valley College
  Pleasant Hill, CA
• 09/2020 → 12/2022
  Santa Clara University
  Santa Clara, CA
• 02/2024 → 05/2024
  Lenox Advisors
  San Francisco, CA
• 10/2024 → Present
  True Wealth Advisory Group
  Walnut Creek, CA
• 06/2017 → Present
  Contra Costa United Water Polo
  Lafayette, CA
• 10/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CONTRA COSTA UNITED WATER POLO INVESTMENT RELATED: NO ADDRESS: 3717 MOUNT DIABLO BLVD, LAFAYETTE. CA 94549 NATURE OF BUSINESS: PROVIDING COACHING TO YOUTH WATER POLO PLAYERS START DATE: 6/2017 POSITION/TITLE/RELATIONSHIP: COACH APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDING COACHING TO YOUTH WATER POLO PLAYERS; 2. NAME OF OTHER BUSINESS: TRUE WEALTH ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICE ASSOCIATE;

Exams

• S66 Uniform Combined State Law Examination
  2024-04-25

Other Names

• Matt Peterson