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.

Current firm

SB ADVISORY, 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

Apr 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Jun 10, 2005

First registration

Oct 5, 2009

Dual registered

yes, broker-dealer

Other names

MATTHEW ROBERT CLAPP

IAPD individual key

4941909

• Occurred

  Jul 26, 2024
  Advisor changed firm

  Matthew Robert Clapp left Edward Jones for Sb Advisory, Llc (registered 2024-08-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0532d131-b4d7-d929-84fc-9aaef2dccba6

First observed

Oct 5, 2009

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.