# MATHEW CHRISTOPHER LEPAK

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MODERN WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/324624) | 2026-06-04 | present | Yes |
| [FLAHARTY ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/168495) | 2020-12-14 | present | Yes |
| [PRIVATE ADVISOR GROUP, LLC](https://search.stillhousedata.com/firm/155216) | 2020-08-20 | 2020-12-11 | — |
| [MY FRIEND IN FINANCE, LLC](https://search.stillhousedata.com/firm/286181) | 2017-02-23 | 2020-08-27 | — |
| [CI DOYLE PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/134503) | 2016-04-05 | 2016-12-14 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2012-11-02 | 2014-02-28 | — |
| [T. ROWE PRICE ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/108958) | 2007-03-15 | 2008-07-17 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2003-06-27 | 2006-02-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2606121)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2606121.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.