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MI

Matthew Inglis

AVID CAPITAL ADVISORS
McCall, ID
Some features on this profile are disabled
CRD#: 6979829
MI

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

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Inglis's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 4, 2023 - Present

AVID CAPITAL ADVISORS LLC

BD
CRD#: 320717
McCall, ID
Past

February 12, 2019 - March 21, 2023

CODE ADVISORS LLC

BD
CRD#: 153192
SAN FRANCISCO, CA
Past

July 30, 2018 - February 1, 2019

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/4/2023)
RR
Connecticut
(2/5/2025)
RR
Florida
(7/24/2023)
RR
Georgia
(4/4/2023)
RR
Idaho
(4/4/2023)
RR
Illinois
(10/25/2023)
RR
Maine
(4/7/2023)
RR
Massachusetts
(5/3/2023)
RR
Nevada
(4/20/2023)
RR
New York
(4/4/2023)
RR
Oregon
(4/26/2023)
RR
Texas
(5/24/2023)
RR
Washington
(4/4/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 8/3/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 7/30/2018
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AC
AVID CAPITAL ADVISORS LLC
AVID CAPITAL ADVISORS | AVID CAPITAL ADVISORS LLC

CRD#: 320717 / SEC#: , 8-70956

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
1427 Mountain Meadow, Mccall, ID 83638
Mailing Address
1427 Mountain Meadow, Mccall, ID 83638
Phone number
(415) 948-5672
Established
Delaware since 04/12/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
HAWTHORNE, WILLIAM DANIELCHIEF EXECUTIVE OFFICER4256364
SUGAR, BRIAN JASONOWNER7310485
BROWN, SCOTT LESLIEFINOP6694802
RYAN, KIMBERLY ANNCHIEF COMPLIANCE OFFICER4316310

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AVID CAPITAL ADVISORS LLC

CRD#: 320717Mccall, ID

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