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Matthew J. Recore

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CRD#: 5393496
MR

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 James Recore, who also goes by Matthew James Recore, Matthewp James Recore, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2010. Matthew had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matthew James Recore | Matthewp James Recore

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.
Matthew James Recore is a real estate agent, president and owner of Appreciation Realty Services Inc. The entity is a real estate brokerage firm mostly focused on selling the homes purchased by 1-844-Exit-As-Is Inc. and Recore Growth Investments Inc.; 2398 Fair Oaks Blvd #8; Duties: Representing sellers and buyers in the selling and acquistion of Real Estate; Start date: 2015-05-04; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 60. Matthew James Recore is the President of 1-844-Exit-As-Is Inc., a Real Estate Investment Company. Matthew James Recore has his own capital in the entity and uses his own capital to purchase homes in As-Is condition. Homes are also purchase under the entity of Recore Growth Investments Inc. Matthew James Recore is President of Wealth Creation School. Wealth Creation School does not operate at this time.

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®
None

Experience


Past

February 21, 2020 - December 1, 2023

RECORE GROWTH INVESTMENTS INC.

RIA
CRD#: 144824
Sacramento, CA
Past

November 20, 2013 - December 31, 2014

RECORE GROWTH INVESTMENTS, INC.

RIA
CRD#: 152556
ROSEVILLE, CA
Past

June 2, 2010 - December 31, 2012

RECORE GROWTH INVESTMENTS, INC.

RIA
CRD#: 152556
NEW YORK, NY

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
IAR
Series 65
Date: 2/11/2020
Uniform Investment Adviser Law Examination

Current Firm


RG
RECORE GROWTH INVESTMENTS INC.
CHECKLIST WEALTH MANAGEMENT | RECORE GROWTH INVESTMENTS INC.

CRD#: 144824 / SEC#:

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Contact information


Main Address
2398 Fair Oaks Blvd #8, Sacramento, CA 95825
Mailing Address
Phone number
(916) 389-2953
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 500,000

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


RECORE GROWTH INVESTMENTS INC.

CRD#: 144824

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