Matthew K. Wolfe
Professional summary
Matthew Kyle Wolfe, who also goes by Matthew Wolfe, is a registered financial professional currently at FARMERS FINANCIAL SOLUTIONS, LLC located in Round Rock, Texas.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2024. Matthew has worked at 1 firm and has passed the Series 63, Series 6TO, SIE and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Kyle Wolfe's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 10, 2024 - Present
FARMERS FINANCIAL SOLUTIONS, LLC
Office #1: 1101 Satellite Vw Unit 403, Round Rock, TX 78665State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/10/2024)
Exams
Series 6TO
Date: 12/10/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
FARMERS FINANCIAL SOLUTIONS, LLC
CRD#: 103863 / SEC#: 801-108217, 8-52361
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FFS HOLDING, LLC | MANAGING MEMBER | |
| BORKIN, JOSHUA ALAN | CHIEF FINANCIAL OFFICER | 6536355 |
| DAHM, CHRISTINE | BOARD MEMBER | 8191792 |
| DO, CHAU | SECRETARY | 7865522 |
| HANSON, GUY MEADE | BOARD MEMBER | 7165729 |
| HOHL, DOREN EUGENE | BAORD MEMBER | 1953425 |
| ROBINSON, TARETHA ANN | CHIEF COMPLIANCE OFFICER | 4539081 |
| ROBINSON, TARETHA ANN | DIRECTOR OF OPERATIONS | 4539081 |
| SCHEAR, ZACHARY | PRESIDENT | 5958762 |
| SCOTT, JANICE GALE | BOARD MEMBER | 7909854 |
| WILLOUGHBY, DENITA ANNETTE | BOARD MEMBER | 2368099 |
Disclosures
| Regulatory Event | 5 |
Red Flags
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Company Information
FARMERS FINANCIAL SOLUTIONS, LLC
CRD#: 103863Round Rock, TX 78665TRUST BUT VERIFY
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