Matthew S. Robinson
Professional summary
Matthew Shane Robinson, who also goes by Matthew Shane Robinson, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Louisville, Kentucky.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Shane Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 25, 2024 - Present
THE LEADERS GROUP, INC.
Office #1: 1906 Stanley Gault Pkwy, Louisville, KY 40223July 15, 2022 - July 10, 2024
RETIREONE INVESTMENT SERVICES, LLC
July 3, 2019 - July 18, 2022
LPL FINANCIAL LLC
July 3, 2019 - July 18, 2022
LPL FINANCIAL LLC
March 29, 2018 - March 25, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 19, 2018 - March 25, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/25/2024)
(9/25/2024)
(9/25/2024)
(9/25/2024)
(9/25/2024)
(11/12/2024)
(9/25/2024)
(9/25/2024)
(9/25/2024)
(9/25/2024)
Exams
FINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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Company Information
THE LEADERS GROUP, INC.
CRD#: 37157Louisville, KY 40223TRUST BUT VERIFY
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