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

KRILOGY

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 6, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S65|S66

First exam

Apr 6, 2001

First registration

Apr 10, 2001

Dual registered

no

Other names

MATTHEW JOSEPH OTT

IAPD individual key

4202245

• Occurred

  Mar 18, 2024
  Advisor changed firm

  Matthew Joseph Ott left Huntleigh Advisors, Inc. for Krilogy (registered 2024-03-11)

  Form ADVobserved 4 days ago
• Occurred

  Mar 28, 2023
  Advisor changed firm

  Matthew Joseph Ott left Datatex Investment Services Inc for Huntleigh Advisors, Inc. (registered 2021-10-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0b55c3dd-85e8-e9fd-d611-b9a0c35e9f90

First observed

Apr 10, 2001

Last observed

Sep 14, 2026 5 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.