• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
MATTHEW GLENN DAVIS
CRD#: 5853796
IA
Investment Adviser
SHERWOOD FINANCIAL PARTNERS, LLCCRD#: 301329 2475 TOWNSGATE ROAD
SUITE 210
WESTLAKE VILLAGE, CA 91361
Registration History
20122014201620182020202220242026IASHERWOOD FINANCIAL PARTNERS, LLC (CRD# 301329)2019 - Present (5 years)IACEDARSTONE ADVISORS (CRD# 172653)2014 - 2019 (4 years)IAMANCHESTER FINANCIAL INC (CRD# 106071)2012 - 2014 (2 years)
License(s)

State Registrations

IA
California 5/14/2019

IA
Texas 2/10/2022

IA
Colorado 10/4/2019

Current Registration(s)
IA
SHERWOOD FINANCIAL PARTNERS, LLC (CRD#:301329)
2475 TOWNSGATE ROAD SUITE 210, WESTLAKE VILLAGE, CA 91361
Registered with this firm since 5/14/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/23/2014 - 07/20/2019 CEDARSTONE ADVISORS (CRD#:172653) WESTLAKE VILLAGE, CA
IA
04/03/2012 - 10/27/2014 MANCHESTER FINANCIAL INC (CRD#:106071) WESTLAKE VILLAGE, CA
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.