MATTHEW JAMES MOREHEAD is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with CERITY PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CERITY PARTNERS LLC | 2024-10-01 | present | Yes |
| JANICZEK WEALTH MANAGEMENT | 2022-04-13 | 2024-10-22 | — |
| CARLSON CAPITAL MANAGEMENT, LLC | 2015-12-17 | 2022-05-17 | — |
| CARLSON CAPITAL MANAGEMENT | 2015-10-28 | 2015-12-31 | — |
| GREENSPRING ADVISORS, LLC | 2013-12-10 | 2015-10-07 | — |
| BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC | 2011-11-11 | 2012-03-22 | — |
| JANICZEK WEALTH MANAGEMENT | 2001-12-07 | 2011-11-08 | — |