MB
Matthew S. Burd
THE M & A GROUP LLC
Minneapolis, MN 55402
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CRD#: 7419964
MB
Professional summary
Matthew Sullivan Burd is a registered financial professional currently at THE M & A GROUP LLC located in Minneapolis, Minnesota.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2021. Matthew has worked at 1 firm and has passed the Series 63, Series 22TO and SIE 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.
CRS (Client Relationship Summary) - BD
Click below to view Matthew Sullivan Burd'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®
NoneExperience
Current
October 1, 2021 - Present
THE M & A GROUP LLC
Office #1: 900 Ids Center 80 South 8th Street, Minneapolis, MN 55402BD
CRD#: 144909
Minneapolis, MN
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
Alabama(1/20/2022)
RR
Alaska(1/20/2022)
RR
Arizona(1/20/2022)
RR
Arkansas(1/20/2022)
RR
California(1/20/2022)
RR
Colorado(1/20/2022)
RR
Connecticut(1/20/2022)
RR
Delaware(1/20/2022)
RR
District of Columbia(1/20/2022)
RR
Florida(1/20/2022)
RR
Georgia(1/20/2022)
RR
Hawaii(1/20/2022)
RR
Idaho(1/20/2022)
RR
Illinois(1/20/2022)
RR
Indiana(1/20/2022)
RR
Iowa(1/20/2022)
RR
Kansas(1/20/2022)
RR
Kentucky(1/20/2022)
RR
Louisiana(1/20/2022)
RR
Maine(1/20/2022)
RR
Maryland(1/20/2022)
RR
Massachusetts(1/20/2022)
RR
Michigan(1/20/2022)
RR
Minnesota(11/4/2021)
RR
Mississippi(1/20/2022)
RR
Missouri(1/20/2022)
RR
Montana(1/20/2022)
RR
Nevada(1/20/2022)
RR
New Hampshire(1/20/2022)
RR
New Jersey(1/20/2022)
RR
New Mexico(1/20/2022)
RR
New York(1/20/2022)
RR
North Carolina(1/20/2022)
RR
North Dakota(11/4/2021)
RR
Ohio(1/20/2022)
RR
Oklahoma(1/20/2022)
RR
Oregon(1/20/2022)
RR
Pennsylvania(1/20/2022)
RR
Rhode Island(1/20/2022)
RR
South Carolina(1/20/2022)
RR
South Dakota(1/20/2022)
RR
Texas(1/20/2022)
RR
Utah(1/20/2022)
RR
Vermont(1/20/2022)
RR
Virginia(1/20/2022)
RR
Washington(1/20/2022)
RR
West Virginia(1/20/2022)
RR
Wisconsin(1/20/2022)
RR
Wyoming(1/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 10/1/2021
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TM
THE M & A GROUP LLC
LAKEPOINTE CAPITAL ADVISORS LLC | THE M & A GROUP LLC | THE M & A GROUP - SORENSEN FREELAND PARTNERS, LLC
CRD#: 144909 / SEC#: , 8-67684
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
8133 Shadow Pine Way, Sarasota, FL 34238
Mailing Address
8133 Shadow Pine Way, Sarasota, FL 34238
Phone number
(941) 960-2374
Established
Minnesota since 10/18/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SORENSEN, IVAR W. | EXECUTIVE REP/CEO/CCO/AMLCO/FINOP | 5679179 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
