Matt G. Addington

WORTHPOINTE

Willow Park, TX 76087

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CRD#: 5110554

Professional summary

Matt Gregg Addington, CFP®, who also goes by Matt Addington, Matthew Gregg Addington, Matthew Addington, is a registered financial advisor currently at WORTHPOINTE located in Willow Park, Texas and CONSTITUTION WEALTH LLC located in Willow Park, Texas.

Matt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matt has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Addington | Matthew Gregg Addington | Matthew Addington

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matt Gregg Addington's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 26, 2016 - Present

WORTHPOINTE

Office #1: 5064 E Interstate 20 Service Rd S, Willow Park, TX 76087

RIA

CRD#: 143996

Willow Park, TX

Current

May 6, 2022 - Present

CONSTITUTION WEALTH LLC

Office #1: 5064 E Interstate 20 Service Rd S, Willow Park, TX 76087

RIA

CRD#: 313916

Willow Park, TX

Past

November 12, 2014 - January 28, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

October 24, 2014 - January 22, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

November 24, 2009 - September 11, 2014

TD AMERITRADE, INC.

CRD#: 7870

FORT WORTH, TX

Past

November 18, 2009 - September 11, 2014

TD AMERITRADE, INC.

RIA

CRD#: 7870

FORT WORTH, TX

Past

November 18, 2009 - September 11, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FORT WORTH, TX

Past

May 24, 2007 - March 5, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

April 25, 2006 - March 5, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WORTHPOINTE

ENCUBIC | WORTHPOINTE, LLC | WORTHPOINTE | TROVENA INVESTMENT ADVISORS | ONCUBIC, L.L.C.

CRD#: 143996 / SEC#: 801-67916

RIA

Registered Investment Advisory firm - (6/11/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/26/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/23/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/12/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2006

General Securities Representative Examination

Current Firm

WORTHPOINTE

ENCUBIC | WORTHPOINTE, LLC | WORTHPOINTE | TROVENA INVESTMENT ADVISORS | ONCUBIC, L.L.C.

CRD#: 143996 / SEC#: 801-67916

RIA

Registered Investment Advisory firm - (6/11/2007 Approved)

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Contact information

Main Address

Ramona, CA

Mailing Address

888 Prospect Street Suite 200, La Jolla, CA 92037

Phone number

(800) 620-4232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WORTPOINTE LLC FORM ADV PART 2 BROCHURE (7/11/2025)

Regulatory assets under management

Total Number of Accounts	1,428
AUM (Assets Under Management)	$ 885,560,603

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matt G. Addington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matt Gregg Addington's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSTITUTION WEALTH LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

WORTHPOINTE

State Registrations and Notice Filings

Exams

Series 66

Date: 4/23/2007

Series 63

Date: 5/12/2006

SIE

Date: 1/22/2016

Series 7

Date: 4/24/2006

Current Firm

WORTHPOINTE

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WORTHPOINTE

TRUST BUT VERIFY

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