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RIA / WealthAdvisor16 years in industry

MATTHEW EDWARD MAI

Advisor at PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.

PORTLAND, OR

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Search this name across graphsid dfx:ria:12dfd30f-9548-a36c-2047-b557c5b4eac5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 30, 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: PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
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: Nov 25, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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: Nov 25, 2009
First registration: Nov 30, 2009
Dual registered: no
IAPD individual key: 5721707

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
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.	Independent wealth	Sep 30, 2022	n/a	yes	PORTLAND, OR\|PORTLAND, OR	Current employment
CWM, LLC	Bd affiliated wealth	Feb 11, 2021	Oct 4, 2022	no	Beaverton, OR\|OMAHA, NE\|Portland, OR\|Clackamas, OR	Previous registration
PRICE FINANCIAL GROUP WEALTH MANAGEMENT	n/a	Aug 28, 2020	Dec 1, 2021	no	BEAVERTON, OR	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	May 24, 2018	Aug 31, 2020	no	PORTLAND, OR\|CLACKAMAS, OR\|PORTLAND, OR	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 15, 2016	Jun 8, 2018	no	BEAVERTON, OR\|PORTLAND, OR\|PORTLAND, OR	Previous registration
EDWARD JONES	National bd RIA	Nov 30, 2009	Jan 21, 2016	no	PORTLAND, OR\|ST LOUIS, MO\|BEAVERTON, OR\|BEAVERTON, OR	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
CWM, LLC	PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.	Oct 4, 2022	Sep 30, 2022	-4	Firm change	Ibd to new firm
PRICE FINANCIAL GROUP WEALTH MANAGEMENT	CWM, LLC	Dec 1, 2021	Feb 11, 2021	-293	Firm change after gap	Other
FSC SECURITIES CORPORATION	PRICE FINANCIAL GROUP WEALTH MANAGEMENT	Aug 31, 2020	Aug 28, 2020	-3	Firm change	Other
LPL FINANCIAL LLC	FSC SECURITIES CORPORATION	Jun 8, 2018	May 24, 2018	-15	Firm change	RIA to ibd
EDWARD JONES	LPL FINANCIAL LLC	Jan 21, 2016	Jan 15, 2016	-6	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
164129:155344:OR:2021-12-01	Dec 1, 2021	Feb 11, 2021	BEAVERTON, OR	Firm change after gap
6413:7461:OR:2018-06-01	Jun 8, 2018	May 24, 2018	PORTLAND, OR	Firm change

Relationships

Registered with (6)

→ PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Sep 30, 2022 to presentfactForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 11, 2021 to Oct 4, 2022factForm ADV
→ PRICE FINANCIAL GROUP WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 28, 2020 to Dec 1, 2021factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 24, 2018 to Aug 31, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 15, 2016 to Jun 8, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 30, 2009 to Jan 21, 2016factForm ADV

Dated events

Occurred
Oct 4, 2022
Advisor changed firm
Matthew Edward Mai left Cwm, Llc for Price Financial Group Wealth Management, Inc. (registered 2022-09-30)
Form ADVobserved 4 days ago