Matthew P. Sands
Professional summary
Matthew P Sands was a registered financial advisor .
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew had worked at 7 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 1, 2026 - Present
Office #1: 7 New Albany Farms Road, New Albany, OH 43054
November 15, 2017 - September 7, 2023
HERITAGE WEALTH PARTNERS, LLC
November 14, 2017 - December 13, 2021
PRIVATE CLIENT SERVICES, LLC
January 5, 2013 - November 15, 2017
LPL FINANCIAL LLC
January 4, 2013 - November 15, 2017
LPL FINANCIAL LLC
April 18, 2011 - January 11, 2013
EQUITABLE ADVISORS, LLC
December 16, 2010 - January 11, 2013
EQUITABLE ADVISORS, LLC
August 29, 2008 - December 17, 2010
THE O.N. EQUITY SALES COMPANY
January 8, 2007 - September 4, 2008
PRINCIPAL SECURITIES, INC.
October 5, 2006 - September 4, 2008
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2026)
Exams
Current firm
No current employment
Red Flags
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