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

TOPSAIL 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

Jan 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 1, 2006

First registration

Nov 13, 2007

Dual registered

no

Other names

MATTHEW SNIPES

IAPD individual key

5090137

• Occurred

  Jul 1, 2024
  Advisor changed firm

  Matthew Philip Snipes left Independent Advisor Alliance, Llc for Topsail Wealth Management Llc (registered 2024-07-01)

  Form ADVobserved 5 days ago
• Occurred

  Jun 7, 2022
  Advisor changed firm

  Matthew Philip Snipes left Vanguard Advisers, Inc. for Independent Advisor Alliance, Llc (registered 2022-05-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:126391dd-5e4d-1f5a-0574-d56ebbd2fefb

First observed

Nov 13, 2007

Last observed

Sep 14, 2026 6 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.