Dallas, TX
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Matthew is a managing partner at Soundwatch Capital, LLC, a registered investment advisor, dedicating about 10-20% of his time. He is also a managing partner at Apexium Insurance Services LP, an insurance agency, spending about 10-20% of his time there as well.