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Matthew W. Biehl

INTE SECURITIES LLC
NEW YORK, NY 10004
Some features on this profile are disabled
CRD#: 7803861
MB

Professional summary

Matthew William Biehl is a registered financial professional currently at INTE SECURITIES LLC located in New York, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2023. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

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.
Matthew Biehl CPA Group, Inc; Investment Related - No; 170 Village Blvd., #15, Incline Village, NV 89451; Operating CPA Firm; President; 10/2022; 24 per week; During Market Hours; Running and operating a CPA Firm that provides bookkeeping and tax compliance services. IVERC Tax Credit Group, LLC; Investment Related - No; PO Box 8509 Incline Village, NV 89450; Managing Member; 10/2022; 24 per week; During Market Hours; Working with clients to determine eligibility and calculation of employee retention credits

Blog Corner

CRS (Client Relationship Summary) - BD

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

December 13, 2024 - Present

INTE SECURITIES LLC

Office #1: 42 Broadway, Suite 12-128, New York, NY 10004
BD
CRD#: 47107
NEW YORK, NY
Past

February 12, 2024 - October 31, 2024

PROSPERA FINANCIAL SERVICES, INC.

RIA
CRD#: 10740
Incline Village, NV
Past

September 12, 2023 - October 31, 2024

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
Incline Village, NV

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
(12/13/2024)
RR
California
(12/13/2024)
RR
Florida
(12/13/2024)
RR
Missouri
(12/13/2024)
RR
Nevada
(12/13/2024)
RR
New York
(12/13/2024)
RR
Ohio
(12/13/2024)
RR
Texas
(12/13/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/6/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/12/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/16/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/15/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IS
INTE SECURITIES LLC
EQUINOX SECURITIES, LLC | TRUMP SECURITIES, LLC | INTE SECURITIES LLC

CRD#: 47107 / SEC#: , 8-51667

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

Main Address
7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433
Mailing Address
7000 W Palmetto Park Road Suite 503, Boca Raton, FL 33433
Phone number
(212) 897-1694
Established
Florida since 08/14/2018
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SPINDEL, ALANMEMBER6141844
SPINDEL, HOWARDMEMBER708042
SPINDEL, JAYMEMBER1839344
STUPAY, MICHAEL ELLIOTMEMBER2287906
STUPAY, SHELLEYMEMBER5570644
OBSBAUM, FREDRIC MICHAELCCO1160811

Disclosures

Regulatory Event1

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

INTE SECURITIES LLC

CRD#: 47107New York, NY 10004

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