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Thomas Lawrence Perry Matta

CRD# 8156929·Registered 2025 - 2026
Previously Registered: Being a previously registered professional could mean that Thomas is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Thomas Lawrence Perry Matta was a registered financial advisor. Thomas was a previously registered financial professional and started their career in finance 2025 - 2026. Thomas had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

Past

EMBERVESTPast·CRD# 338652
RIA
Kailua, HI
December 7, 2025 - August 20, 2026

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Current Firm

EM
EMBERVEST

EMBERVEST | EMBERVEST LLC

CRD#: 338652 / SEC#: 801-134521

Contact Information

Main Address

Kailua, HI

Mailing Address

200 N Vineyard Blvd Ste. A325 # 5130, Honolulu, HI 96817

Phone Number

(322) 536-2326

# of Employees

3

Documents

Latest Form ADV

Part 2 Brochures

EMBERVEST LLC FORM ADV PART 2A 2026 (3/15/2026)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Name of the other business: Forecastr Investment-related: No Address of the other business: 841 East Washington Street, Louisville, Kentucky 40206 Nature of the other business: Financial modeling and forecasting software platform for startups and founders Your position, title, or relationship with the other business: Partnerships Manager Start date of your relationship: March 2025 Approximate number of hours/month you devote to the other business: 160 hours per month Number of hours you devote to the other business during securities trading hours: Approximately 120 hours per month Briefly describe your duties relating to the other business: Partnership development and management for a financial modeling software platform. Responsibilities include establishing and maintaining strategic partnerships, client relationship management, business development activities, and supporting founders in utilizing financial forecasting tools. Work involves partnership strategy, client onboarding support, and collaborative initiatives to expand the platform's reach. Activities are entirely focused on software platform partnerships and business development and do not involve financial services, investment advice, securities transactions, or investment-related activities.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2025About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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