Matthew C. Wilberding
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 Carl Wilberding, who also goes by Matt Wilberding, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2018. Matthew had worked at 5 firms and has passed the Series 66, 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
Experience
October 4, 2022 - October 4, 2023
CLARITY CAPITAL PARTNERS
July 7, 2021 - October 6, 2022
ELEVATED CAPITAL ADVISORS, LLC
April 7, 2020 - June 28, 2021
EAGLE STRATEGIES LLC
February 20, 2020 - June 28, 2021
NYLIFE SECURITIES LLC
June 26, 2018 - August 28, 2018
EDWARD JONES
April 20, 2018 - August 28, 2018
EDWARD JONES
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
CLARITY CAPITAL PARTNERS
CRD#: 129898 / SEC#: 801-62893
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,113 |
| AUM (Assets Under Management) | $ 437,700,139 |
Red Flags
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