Matthew Swartz is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with STATE FARM INVESTMENT MANAGEMENT CORP..
| Firm | From | To | Current |
|---|---|---|---|
| STATE FARM INVESTMENT MANAGEMENT CORP. | 2025-10-10 | present | Yes |
| INTELLIGENT WEALTH SOLUTIONS LLC | 2024-05-14 | 2025-09-30 | — |
| WATERLOO CAPITAL, L.P. | 2024-05-09 | 2025-09-30 | — |