Matthew J. Robinson
Professional summary
Matthew John Robinson, who also goes by Matt Robinson, Matthew J Robinson, Matthew Robinson, Matty Robinson, is a registered financial professional currently at VANGUARD MARKETING CORPORATION located in Plano, Texas.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2023. Matthew has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew John Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 4, 2026 - Present
VANGUARD MARKETING CORPORATION
Office #1: 7900 Windrose Ave, Plano, TX 75024January 8, 2025 - January 4, 2026
CHARLES SCHWAB & CO., INC.
June 25, 2024 - January 4, 2026
CHARLES SCHWAB & CO., INC.
December 6, 2023 - July 1, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, 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
Exams
Series 7TO
Date: 11/25/2024
General Securities Representative ExaminationSeries 6TO
Date: 12/5/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
VANGUARD MARKETING CORPORATION
CRD#: 7452 / SEC#: , 8-21570
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE VANGUARD GROUP, INC. | PARENT COMPANY | |
| BENDL, JOHN WESLEY | DIRECTOR, SENIOR VICE PRESIDENT | 6931980 |
| BISORDI, JOHN | DIRECTOR, VICE PRESIDENT, GENERAL COUNSEL | 7526828 |
| BOATENG, AMMA ACHEAMPOMAA | DIRECTOR, SENIOR VICE PRESIDENT | 4677078 |
| BRANCATO, MATTHEW CLARK | DIRECTOR, VICE PRESIDENT | 6220380 |
| JAMES, JOHN MARK | DIRECTOR, SENIOR VICE PRESIDENT | 5594356 |
| KADJESKI, ANDREW MICHAEL | CHAIRMAN, PRESIDENT, DIRECTOR, CEO | 4708335 |
| PANTALONE, SALVATORE L JR | PRINCIPAL FINANCIAL OFFICER | 2887373 |
| PETTY, DAVID | VICE PRESIDENT | 5684895 |
| STEWART, MARC CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2688699 |
| TRETTER, MATTHEW ANTHONY | PRINCIPAL OPERATIONS OFFICER | 5956530 |
Disclosures
| Regulatory Event | 47 |
| Arbitration | 8 |
Red Flags
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Company Information
VANGUARD MARKETING CORPORATION
CRD#: 7452Plano, TX 75024TRUST BUT VERIFY
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