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MATTHEW STEVEN CASS
CRD#: 5255164
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 100 N 18TH ST 22ND FL
TWO LOGAN SQUARE
PHILADELPHIA, PA 19103
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2008 (1 year)2 FIRMS2008 - Present (16 years)
License(s)

State Registrations

B
Alabama 1/4/2012

B
Nevada 10/29/2020

B
Arizona 1/4/2012

B
New Hampshire 12/14/2020

B
Arkansas 4/29/2020

B
New Jersey 12/1/2008

B
California 7/8/2009

IA
New Jersey 12/1/2008

B
Colorado 1/4/2012

B
New York 1/4/2012

B
Connecticut 7/8/2009

B
North Carolina 1/5/2012

B
Delaware 1/4/2012

B
Ohio 12/2/2008

B
District of Columbia 1/11/2021

B
Oregon 11/16/2012

B
Florida 1/4/2012

B
Pennsylvania 12/1/2008

B
Georgia 1/4/2012

IA
Pennsylvania 8/25/2016

B
Hawaii 1/4/2012

B
Rhode Island 7/9/2013

B
Illinois 1/4/2012

B
South Carolina 1/4/2012

B
Indiana 7/11/2024

B
Tennessee 1/19/2012

B
Iowa 5/21/2019

B
Texas 1/7/2011

B
Kentucky 3/15/2021

IA
Texas 1/5/2012

B
Maine 9/6/2024

B
Utah 1/4/2012

B
Maryland 7/8/2009

B
Virginia 1/4/2012

B
Massachusetts 1/4/2012

B
Washington 1/4/2012

B
Michigan 2/22/2022

B
West Virginia 1/4/2012

B
Missouri 1/4/2012

B
Wyoming 1/4/2012

SRO Registrations

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
100 N 18TH ST 22ND FL TWO LOGAN SQUARE, PHILADELPHIA, PA 19103
1010 STONY HILL RD STE 100, YARDLEY, PA 19067
Registered with this firm since 12/1/2008

B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
100 N 18TH ST 22ND FL TWO LOGAN SQUARE, PHILADELPHIA, PA 19103
1010 STONY HILL RD STE 100, YARDLEY, PA 19067
Registered with this firm since 12/1/2008

Previous Registration(s)
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IA
04/03/2007 - 10/28/2008 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) CONSHOHOCKEN, PA
B
02/28/2007 - 10/28/2008 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) CONSHOHOCKEN, PA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.