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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

MATTHEW DAVID CANTER

Advisor at ARETE WEALTH ADVISORS, LLC

Knoxville, TN

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Search this name across graphsid dfx:ria:09b035cc-51e4-5fdb-c421-5a95269862f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2010 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: ARETE WEALTH ADVISORS, LLC
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: Jul 24, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 24, 2009
First registration: Jan 12, 2010
Dual registered: yes, broker-dealer
Other names: MATT CANTER
IAPD individual key: 5678510

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
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Mar 31, 2023	n/a	yes	Knoxville, TN	Current employment
CENTER STREET ADVISORS, INC.	Former SEC adviser	Oct 27, 2021	Jun 13, 2023	no	NASHVILLE, TN\|Knoxville, TN\|Nashville, TN	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Mar 7, 2018	Oct 25, 2021	no	NASHVILLE, TN	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Jul 6, 2016	Feb 28, 2018	no	Nashville, TN\|Nashville, TN\|SOUTH WINDSOR, CT	Previous registration
CURIAN CAPITAL, LLC	Former SEC adviser	Aug 19, 2011	Mar 21, 2016	no	FRANKLIN, TN\|DENVER, CO\|FRANKLIN, TN	Previous registration
LEGACY TAX AND FINANCIAL PLANNING, LLC	n/a	Jan 12, 2010	Aug 19, 2011	no	KNOXVILLE, TN	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
CENTER STREET ADVISORS, INC.	ARETE WEALTH ADVISORS, LLC	Jun 13, 2023	Mar 31, 2023	-74	Firm change after gap	RIA to ibd
CETERA INVESTMENT ADVISERS LLC	CENTER STREET ADVISORS, INC.	Oct 25, 2021	Oct 27, 2021	2	Firm change	Ibd to RIA
FREEDOM INVESTMENT MANAGEMENT, INC.	CETERA INVESTMENT ADVISERS LLC	Feb 28, 2018	Mar 7, 2018	7	Firm change	Other
CURIAN CAPITAL, LLC	FREEDOM INVESTMENT MANAGEMENT, INC.	Mar 21, 2016	Jul 6, 2016	107	Firm change	Other
LEGACY TAX AND FINANCIAL PLANNING, LLC	CURIAN CAPITAL, LLC	Aug 19, 2011	Aug 19, 2011	0	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
169329:145488:TN:2023-06-13	Jun 13, 2023	Mar 31, 2023	NASHVILLE, TN	Firm change after gap

Relationships

Registered with (6)

→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Mar 31, 2023 to presentfactForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Oct 27, 2021 to Jun 13, 2023factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Mar 7, 2018 to Oct 25, 2021factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 6, 2016 to Feb 28, 2018factForm ADV
→ CURIAN CAPITAL, LLCRegistered adviserregistration: previous registration
Aug 19, 2011 to Mar 21, 2016factForm ADV
→ LEGACY TAX AND FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Jan 12, 2010 to Aug 19, 2011factForm ADV

Dated events

Occurred
Jun 13, 2023
Advisor changed firm
Matthew David Canter left Center Street Advisors, Inc. for Arete Wealth Advisors, Llc (registered 2023-03-31)
Form ADVobserved 5 days ago