MATTHEW ZOLTON is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with ZOLTON WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ZOLTON WEALTH MANAGEMENT LLC | 2025-05-09 | present | Yes |
| CREATIVE PLANNING, LLC | 2021-01-11 | 2025-02-26 | — |
| CHARLES SCHWAB & CO., INC. | 2013-12-17 | 2019-12-10 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2007-01-12 | 2013-12-04 | — |
| TD AMERITRADE, INC. | 2007-01-12 | 2013-12-04 | — |
| MML INVESTORS SERVICES, LLC | 2006-09-07 | 2007-04-12 | — |