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Matthew Edward Fitzsimmons

The Watchman Group, Inc.

Plano, TX

CRD 3235326

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Employer firm

The Watchman Group, Inc. CRD 133690

$640M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
The Watchman Group, Inc.

5045 Lorimar Drive Suite 200, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2017-12-06
TX RA APPROVED 2017-06-09
  • LA RA
    APPROVED
    Since 2017-12-06
  • TX RA
    APPROVED
    Since 2017-06-09

Branch Locations

5045 Lorimar Drive Suite 200, Plano, TX 75093 • 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
True North Advisors, Llc Dallas TX 05/2003 Present
The Watchman Group, Inc. Piano TX 06/2017 Present
The Watchman Group, Inc. Piano TX 06/2017 Present
The Watchman Group, Inc. Piano TX 02/2021 Present
Previous Registrations
  • 2003-07-08 → 2016-12-31
    True North Advisors, Llc
    Dallas, TX
  • 2006-05-26 → 2006-11-01
    American Securities Group, Inc.
    Dallas, TX
    Dallas, TX
  • 2000-09-15 → 2003-07-08
    Lockwood Financial Services, Inc.
    Dallas, TX
Other Businesses

Matthew Edward Fitzsimmons is not engaged in any investment-related business or occupation (other than this advisory firm).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-03
  • S66 Uniform Combined State Law Examination
    2000-03-03
Other Names
  • Matt Fitzsimmons

View on SEC IAPD

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