Matthew Gregory Bregozzo appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Matthew Gregory Bregozzo appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-05 | Form ADV | AVANTAX PLANNING PARTNERS, INC. | CHIEF COMPLIANCE OFFICER | DUBUQUE, IA |
| 2025-03-31 | Form ADV | AVANTAX ADVISORY SERVICES, INC. | CHIEF COMPLIANCE OFFICER | DALLAS, TX |