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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-14 |
| NJ | RA | APPROVED | 2022-07-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Union | NJ | 10/2017 | Present |
| Bank Of America, N.A. | Union | NJ | 10/2017 | 02/2022 |
| Bmw Of Springfield | Springfield | NJ | 10/2013 | 09/2016 |
| Unemployed | Springfield | NJ | 10/2016 | 09/2017 |
Along with my brother, Michael C. Matos, I am a Co-Trustee of the Joseph E. Matos Trust (Joseph E. Matos is one of my younger brothers).The trust is not investment related, and was granted in 2021 as a testamentary trust for the singular purpose of distributing $5000 (held in trust) for the funeral expenses of my brother, Joseph, when the need arises. I devote less than 30 minutes per year to this activity, and the trust has only one purpose, the distribution of the aforementioned funds to a funeral home in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-05 |
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