Matthew Inglis
Professional summary
Matthew Inglis is a registered financial professional currently at AVID CAPITAL ADVISORS LLC located in Mccall, Idaho.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 3 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Inglis's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2023 - Present
AVID CAPITAL ADVISORS LLC
February 12, 2019 - March 21, 2023
CODE ADVISORS LLC
July 30, 2018 - February 1, 2019
WELLS FARGO SECURITIES, 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
(4/4/2023)
(2/5/2025)
(7/24/2023)
(4/4/2023)
(4/4/2023)
(10/25/2023)
(4/7/2023)
(5/3/2023)
(4/20/2023)
(4/4/2023)
(4/26/2023)
(5/24/2023)
(4/4/2023)
Exams
FINRA
Current Firm
AVID CAPITAL ADVISORS LLC
CRD#: 320717 / SEC#: , 8-70956
Contact information
FINRA licenses (14 States and Territories)
Documents
Red Flags
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