Matthew J. Thomas
Professional summary
Matthew J Thomas, who also goes by Matthew Joseph Thomas, Matthew Thomas, is a registered financial advisor currently at GREENROCK WEALTH MANAGEMENT, LLC located in Bountiful, Utah.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew J Thomas's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2026 - Present
GREENROCK WEALTH MANAGEMENT, LLC
July 8, 2019 - March 12, 2020
GREENROCK WEALTH MANAGEMENT, LLC
August 17, 2017 - July 2, 2019
PRINCIPAL SECURITIES, INC.
August 16, 2017 - July 2, 2019
PRINCIPAL SECURITIES, INC.
May 30, 2017 - August 9, 2017
EQUITABLE ADVISORS, LLC
March 31, 2017 - August 9, 2017
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/12/2026)
Exams
Current Firm
GREENROCK WEALTH MANAGEMENT, LLC
CRD#: 275030 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 199 |
| AUM (Assets Under Management) | $ 35,600,000 |
Red Flags
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