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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Matthew Glenwood Lewarne

Advisor at HUNTINGTON FINANCIAL ADVISORS

Charleston, SC | Summerville, SC

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Search this name across graphsid dfx:ria:310f2ddf-8636-c294-667d-6f0fadcd5a7f

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 11, 2019 to Sep 18, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HUNTINGTON FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S63|S65
First exam: Jan 18, 2019
First registration: Feb 11, 2019
Dual registered: yes, broker-dealer
Other names: Matthew Lewarne|MATTHEW GLENWOOD LEWARNE|Matthew G Lewarne
IAPD individual key: 7014363

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 29, 2026	n/a	yes	Charleston, SC\|Summerville, SC	Current employment
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Jan 13, 2026	n/a	yes	Charleston, SC	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Jul 18, 2024	Jan 6, 2026	no	CHARLESTON, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 3, 2021	May 28, 2024	no	SUMMERVILLE, SC\|CHARLESTON, SC\|SUMMERVILLE, SC\|NEW YORK, NY\|SUMMERVILLE, SC\|CHARLESTON, SC\|CHARLOTTE, NC\|Mount Pleasant, SC\|CHARLESTON, SC\|MOUNT PLEASANT, SC	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Nov 21, 2019	Jan 15, 2020	no	Mount Pleasant, SC\|SAN DIEGO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 11, 2019	Jun 4, 2019	no	CHARLESTON, SC\|GOOSE CREEK, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	HUNTINGTON FINANCIAL ADVISORS	Jan 6, 2026	Jan 13, 2026	7	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TRUIST ADVISORY SERVICES, INC.	May 28, 2024	Jul 18, 2024	51	Firm change	Wirehouse to ibd
CUSO FINANCIAL SERVICES, L.P.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 15, 2020	Mar 3, 2021	413	Firm change after gap	Ibd to wirehouse
WELLS FARGO ADVISORS	CUSO FINANCIAL SERVICES, L.P.	Jun 4, 2019	Nov 21, 2019	170	Firm change	Wirehouse to ibd

Relationships

Registered with (6)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Jun 29, 2026 to presentfactForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jan 13, 2026 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 18, 2024 to Jan 6, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 3, 2021 to May 28, 2024factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Nov 21, 2019 to Jan 15, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 11, 2019 to Jun 4, 2019factForm ADV

Dated events

Occurred
Jan 6, 2026
Advisor changed firm
Matthew Glenwood Lewarne left Truist Advisory Services, Inc. for Huntington Financial Advisors (registered 2026-01-13)
Form ADVobserved 4 days ago
Occurred
May 28, 2024
Advisor changed firm
Matthew Glenwood Lewarne left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Truist Advisory Services, Inc. (registered 2024-07-18)
Form ADVobserved 4 days ago