Matthew S. Greeson
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 Scott Greeson was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2007. Matthew had worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 28 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 14, 2017 - April 18, 2022
ARCADIA CAPITAL PARTNERS LLC
June 20, 2007 - June 4, 2016
GREENE HOLCOMB & FISHER LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 28
Date: 8/3/2020
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
ARCADIA CAPITAL PARTNERS LLC
CRD#: 285116 / SEC#: , 8-69825
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GREESON, MATTHEW SCOTT | MANAGING MEMBER / CCO | 5314294 |
Red Flags
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