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RIA / WealthAdvisorCertified Financial Planner17 years in industry

Matthew J Lebo

Advisor at SEQUINOX WEALTH MANAGEMENT, LLC

LANCASTER, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2009 to Sep 14, 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: SEQUINOX WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 3, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 3, 2009
First registration: Feb 9, 2009
Dual registered: no
Other names: MATTHEW JONATHAN LEBO
IAPD individual key: 5582354

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
SEQUINOX WEALTH MANAGEMENT, LLC	Independent wealth	Jun 4, 2025	n/a	yes	LANCASTER, PA	Current employment
MULHOLLAND WEALTH ADVISORS, LLC	Asset manager	Dec 18, 2020	Jul 17, 2026	no	Lancaster, PA\|Johnstown, PA	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Jun 24, 2019	Dec 22, 2020	no	TAMPA, FL\|Lancaster, PA	Previous registration
SANTANDER SECURITIES	Bd affiliated wealth	Sep 19, 2012	Sep 25, 2014	no	Lancaster, PA\|MANHEIM, PA\|Quarryville, PA\|MILLERSVILLE, PA\|Elizabethtown, PA\|Yardley, PA\|HARRISBURG, PA\|Lititz, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 26, 2011	Sep 19, 2012	no	LANCASTER, PA\|MILLERSVILLE, PA\|MANHEIM, PA\|QUARRYVILLE, PA\|ELIZABETHTOWN, PA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 9, 2009	Jul 30, 2010	no	PHILADELPHIA, PA	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
MULHOLLAND WEALTH ADVISORS, LLC	SEQUINOX WEALTH MANAGEMENT, LLC	Jul 17, 2026	Jun 4, 2025	-408	Firm change after gap	Other
J. W. COLE ADVISORS, INC.	MULHOLLAND WEALTH ADVISORS, LLC	Dec 22, 2020	Dec 18, 2020	-4	Firm change	Other
SANTANDER SECURITIES	J. W. COLE ADVISORS, INC.	Sep 25, 2014	Jun 24, 2019	1,733	Firm change after gap	Other
LPL FINANCIAL LLC	SANTANDER SECURITIES	Sep 19, 2012	Sep 19, 2012	0	Bulk transfer	Other
VOYA FINANCIAL ADVISORS, INC.	LPL FINANCIAL LLC	Jul 30, 2010	Sep 26, 2011	423	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282408:335246:PA:2026-07-17	Jul 17, 2026	Jun 4, 2025	JOHNSTOWN, PA	Firm change after gap

Relationships

Registered with (6)

→ SEQUINOX WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 4, 2025 to presentfactForm ADV
→ MULHOLLAND WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 18, 2020 to Jul 17, 2026factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Jun 24, 2019 to Dec 22, 2020factForm ADV
→ SANTANDER SECURITIESRegistered adviserregistration: previous registration
Sep 19, 2012 to Sep 25, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 26, 2011 to Sep 19, 2012factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 9, 2009 to Jul 30, 2010factForm ADV

Dated events

Occurred
Jul 17, 2026
Advisor changed firm
Matthew J Lebo left Mulholland Wealth Advisors, Llc for Sequinox Wealth Management, Llc (registered 2025-06-04)
Form ADVobserved 5 days ago