William A. Matthews
Professional summary
William Alexander Matthews, who also goes by William Matthews, is a registered financial professional currently at CASH APP INVESTING LLC located in Portland, Oregon.
William is registered as a RR (Registered Representative) and started their career in finance in 2022. William has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Alexander Matthews's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 19, 2022 - Present
CASH APP INVESTING LLC
Office #1: 400 Sw 6th Avenue 11th Floor, Portland, OR 97204State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/16/2022)
(2/16/2022)
Exams
Series 7TO
Date: 1/19/2022
General Securities Representative ExaminationFINRA
Current Firm
CASH APP INVESTING LLC
CRD#: 144076 / SEC#: , 8-67630
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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