MATHEW CHRISTOPHER LEPAK is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with FLAHARTY ASSET MANAGEMENT, LLC, MODERN WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERN WEALTH MANAGEMENT, LLC | 2026-06-04 | present | Yes |
| FLAHARTY ASSET MANAGEMENT, LLC | 2020-12-14 | present | Yes |
| PRIVATE ADVISOR GROUP, LLC | 2020-08-20 | 2020-12-11 | — |
| MY FRIEND IN FINANCE, LLC | 2017-02-23 | 2020-08-27 | — |
| CI DOYLE PRIVATE WEALTH, LLC | 2016-04-05 | 2016-12-14 | — |
| CHARLES SCHWAB & CO., INC. | 2012-11-02 | 2014-02-28 | — |
| T. ROWE PRICE ADVISORY SERVICES, INC. | 2007-03-15 | 2008-07-17 | — |
| TD AMERITRADE, INC. | 2003-06-27 | 2006-02-01 | — |