MATT ALLEN HARRELSON is an investment adviser representative (IAR) with state registration records since 2008, appearing at 7 firms. Currently registered with PRINCIPIA WEALTH ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRINCIPIA WEALTH ADVISORY, LLC | 2024-02-09 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2023-09-25 | 2023-12-19 | — |
| CHARLES SCHWAB & CO., INC. | 2023-08-18 | 2024-01-10 | — |
| TD AMERITRADE, INC. | 2022-01-22 | 2022-10-14 | — |
| TD AMERITRADE, INC. | 2017-11-09 | 2017-12-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2017-11-09 | 2023-09-07 | — |
| STRATEGIC ADVISERS LLC | 2013-04-16 | 2017-10-04 | — |
| EQUITABLE ADVISORS, LLC | 2008-05-27 | 2008-10-28 | — |