MH

Matthew T. Hedgepeth

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CRD#: 5753539
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 Tyler Hedgepeth was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2013. Matthew had worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.

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

November 2, 2016 - April 25, 2017

RPATA, LLC

RIA
CRD#: 285598
MEMPHIS, TN
Past

November 18, 2014 - April 25, 2017

REVOLUTION PARTNERS, LLC

RIA
CRD#: 170310
MEMPHIS, TN
Past

June 25, 2013 - August 6, 2013

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
MEMPHIS, TN

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".
RL
RPATA, LLC
RPATA, LLC

CRD#: 285598 / SEC#: 801-125001

RIA
Registered Investment Advisory firm - (5/25/2022 Approved)
Kentucky
Registered Investment Advisory firm - (6/27/2022 Terminated)
Tennessee
Registered Investment Advisory firm - (6/27/2022 Terminated)

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: 11/18/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


RL
RPATA, LLC
RPATA, LLC

CRD#: 285598 / SEC#: 801-125001

RIA
Registered Investment Advisory firm - (5/25/2022 Approved)
Kentucky
Registered Investment Advisory firm - (6/27/2022 Terminated)
Tennessee
Registered Investment Advisory firm - (6/27/2022 Terminated)
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Contact information


Main Address
Memphis, TN
Mailing Address
Po Box 172155, Memphis, TN 38187-2155
Phone number
(901) 421-6300
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts355
AUM (Assets Under Management)$ 67,633,000

Red Flags


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

Company Information


RPATA, LLC

CRD#: 285598

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