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TM

Thomas L. Matta

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CRD#: 8156929
TM
Thomas Lawrence Perry Matta

Professional summary

Being a previously registered professional could mean that this person 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.

Thomas Lawrence Perry Matta was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 2025. Thomas had worked at 1 firm and has passed the Series 65 exam.

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.
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.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

December 7, 2025 - August 20, 2026

EMBERVEST

RIA
CRD#: 338652
KAILUA, HI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/14/2025
Uniform Investment Adviser Law Examination

Current Firm

EM
EMBERVEST
EMBERVEST | EMBERVEST LLC

CRD#: 338652 / SEC#: 801-134521

RIA
Registered Investment Advisory firm - (12/5/2025 120-Day Approval)
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Contact information

Main Address
Kailua, HI
Mailing Address
Phone number
(301) 523-8456
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EMBERVEST LLC FORM ADV PART 2A (12/5/2025)

Red Flags

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Company Information

EMBERVEST

CRD#: 338652

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