MATTHEW WELGAT is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-07-02 | present | Yes |
| SIGMA PLANNING CORPORATION | 2015-11-04 | 2023-05-15 | — |
| WELGAT WEALTH MANAGEMENT | 2010-07-14 | 2015-12-31 | — |
| WELGAT WEALTH MANAGEMENT | 2010-07-14 | 2012-12-31 | — |
| WELGAT WEALTH MANAGEMENT | 2010-07-14 | 2011-12-31 | — |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2009-04-16 | 2010-03-04 | — |
| NATIONAL PLANNING CORPORATION | 2009-03-23 | 2010-03-01 | — |
| WELGAT WEALTH MANAGEMENT | 2008-07-30 | 2008-12-31 | — |
| WATERSTONE FINANCIAL GROUP, INC. | 2005-04-04 | 2009-03-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-09-12 | 2005-04-14 | — |