Matthew Priest is a registered investment advisor, based in Overland Park, KS, with 26 years of industry experience.
Location
9101 W 110th St, Overland Park, KS, 66210
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew is an owner of Signature Retirement Group, a support company, since 2018. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Smith, Moore & CO.Broker
November 2011 - September 2018 · 6 yrs 10 mos
Smith Moore & CO.
November 2011 - September 2018 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2003 - November 2011 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2003 - November 2011 · 8 yrs 5 mos
Linsco/private Ledger CORP.
September 2002 - June 2003 · 9 mos
Linsco/private Ledger CORP.Broker
September 2002 - June 2003 · 9 mos
A. G. Edwards & Sons, INC.
July 2001 - October 2002 · 1 yr 3 mos
A. G. Edwards & Sons, INC.Broker
June 2001 - October 2002 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - June 2001 · 2 yrs 2 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.