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MH

Matthew T. Hoskins

Some features on this profile are disabled
CRD#: 5226195
MH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Taylor Hoskins, CFP®, who also goes by Matt Hoskins, Matthew T Hoskins, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2007. Matthew had worked at 10 firms and has passed the Series 66, Series 63, Series 82TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matt Hoskins | Matthew T Hoskins

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 2014

Experience

Past

November 14, 2023 - December 31, 2025

KINNECT ADVISOR GROUP, L.L.C.

RIA
CRD#: 327978
KAYSVILLE, UT
Past

September 2, 2022 - August 7, 2023

PRESTIGE WEALTHWIDE, LLC

RIA
CRD#: 321789
KAYSVILLE, UT
Past

February 25, 2021 - November 13, 2023

WEILD & CO.

BD
CRD#: 132398
BOULDER, CO
Past

December 11, 2020 - October 20, 2022

TOWNSQUARE CAPITAL, LLC

RIA
CRD#: 288576
Kaysville, UT
Past

April 1, 2019 - December 22, 2020

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
KAYSVILLE, UT
Past

May 24, 2018 - December 8, 2020

ARS INVESTMENT ADVISORS, INC.

RIA
CRD#: 293750
Kaysville, UT
Past

January 22, 2015 - April 5, 2019

ALLEGIS INVESTMENT SERVICES, LLC

BD
CRD#: 168557
Kaysville, UT
Past

February 21, 2013 - June 20, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 157314
KAYSVILLE, UT
Past

April 1, 2010 - January 22, 2013

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SANDY, UT
Past

July 29, 2008 - January 22, 2013

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SANDY, UT
Past

November 7, 2007 - January 17, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/12/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/6/2007
General Securities Representative Examination

Current Firm

KA
KINNECT ADVISOR GROUP, L.L.C.
KINNECT | KINNECT ADVISOR GROUP, L.L.C. | KINNECT ADVISOR GROUP

CRD#: 327978 / SEC#:

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Contact information

Main Address
Kaysville, UT
Mailing Address
Phone number
(801) 631-4694
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts68
AUM (Assets Under Management)$ 10,770,026

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.

Company Information

KINNECT ADVISOR GROUP, L.L.C.

CRD#: 327978

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