Matt S. Trink
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.
Matt Scott Trink, CFP®, who also goes by Matt Scott Trink, Matthew Scott Trink, was a registered financial professional .
Matt is a previously registered financial professional and started their career in finance in 2011. Matt had worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
March 6, 2024 - November 6, 2024
FORM PROSPERITY WEALTH ADVISORS, LLC
December 6, 2018 - January 18, 2024
CHARLES SCHWAB & CO., INC.
November 27, 2018 - January 18, 2024
CHARLES SCHWAB & CO., INC.
September 15, 2015 - November 6, 2018
VANGUARD MARKETING CORPORATION
January 17, 2012 - August 20, 2015
EQUITABLE ADVISORS, LLC
June 20, 2011 - August 20, 2015
EQUITABLE ADVISORS, 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
Current Firm
FORM PROSPERITY WEALTH ADVISORS, LLC
CRD#: 307792 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 464 |
| AUM (Assets Under Management) | $ 96,837,489 |
Red Flags
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