DFX Intelligence

Data Factory

RIA / WealthAdvisor16 years in industry

MATTHEW WILLIAM RODRIGUE

Advisor at WAVERLY ADVISORS, LLC

Metairie, LA | BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1ee55f4a-4e91-8930-e1c1-777235b12ddf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Oct 1, 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: WAVERLY ADVISORS, 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: Sep 29, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 29, 2009
First registration: Oct 1, 2009
Dual registered: no
IAPD individual key: 5694231

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
WAVERLY ADVISORS, LLC	Independent wealth	May 7, 2026	n/a	yes	Metairie, LA\|BIRMINGHAM, AL	Current employment
TRUWEALTH ADVISORS, LLC	Former SEC adviser	Jul 17, 2020	Apr 24, 2026	no	METAIRIE, LA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 8, 2018	Jul 21, 2020	no	Metairie, LA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 16, 2015	Nov 3, 2015	no	Metairie, LA\|LaPlace, LA\|Norco, LA\|NEW ORLEANS, LA	Previous registration
HANCOCK WHITNEY INVESTMENT SERVICES INC.	Independent wealth	Jun 30, 2014	Feb 24, 2015	no	DENHAM SPRINGS, LA	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Nov 13, 2013	Jun 4, 2014	no	ATLANTA, GA	Previous registration
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	Nov 13, 2012	Oct 28, 2013	no	BOSTON, MA	Previous registration
CADINHA & CO LLC	Independent wealth	Oct 25, 2011	May 15, 2012	no	HONOLULU, HI	Previous registration
CADINHA & CO LLC	Independent wealth	Oct 1, 2009	Aug 2, 2010	no	HONOLULU, HI	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
TRUWEALTH ADVISORS, LLC	WAVERLY ADVISORS, LLC	Apr 24, 2026	May 7, 2026	13	Firm change	RIA to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	TRUWEALTH ADVISORS, LLC	Jul 21, 2020	Jul 17, 2020	-4	Firm change	Ibd to new firm
HANCOCK WHITNEY INVESTMENT SERVICES INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Feb 24, 2015	Mar 16, 2015	20	Firm change	Other
INVESCO ADVISERS, INC.	HANCOCK WHITNEY INVESTMENT SERVICES INC.	Jun 4, 2014	Jun 30, 2014	26	Firm change	Other
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	INVESCO ADVISERS, INC.	Oct 28, 2013	Nov 13, 2013	16	Firm change	Other
CADINHA & CO LLC	COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	May 15, 2012	Nov 13, 2012	182	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
306876:115332:LA:2026-04-24	Apr 24, 2026	May 7, 2026	METAIRIE, LA	Firm change
6363:306876:LA:2020-07-21	Jul 21, 2020	Jul 17, 2020	METAIRIE, LA	Firm change

Relationships

Registered with (7)

→ WAVERLY ADVISORS, LLCRegistered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ TRUWEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 17, 2020 to Apr 24, 2026factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 8, 2018 to Jul 21, 2020factForm ADV
→ HANCOCK WHITNEY INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Jun 30, 2014 to Feb 24, 2015factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Nov 13, 2013 to Jun 4, 2014factForm ADV
→ COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
Nov 13, 2012 to Oct 28, 2013factForm ADV
→ CADINHA & CO LLCRegistered adviserregistration: previous registration
Oct 25, 2011 to May 15, 2012factForm ADV

Dated events

Occurred
Apr 24, 2026
Advisor changed firm
Matthew William Rodrigue left Truwealth Advisors, Llc for Waverly Advisors, Llc (registered 2026-05-07)
Form ADVobserved 4 days ago