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RIA / WealthAdvisor28 years in industry

MATTHEW ROBERT BLAKE

Advisor at MARINER

Highlands Ranch, CO

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Search this name across graphsid dfx:ria:29db7e51-20ac-fa08-b1a1-104093c239f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2000 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: MARINER
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: Aug 17, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 17, 1998
First registration: Feb 7, 2000
Dual registered: no
IAPD individual key: 3069970

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
Mariner	Bd affiliated wealth	Apr 25, 2023	n/a	yes	Highlands Ranch, CO	Current employment
THREADLINE WEALTH	Independent wealth	Jan 10, 2020	Mar 23, 2023	no	BELLEVUE, WA\|Denver, CO	Previous registration
CENTRIC INVESTMENT GROUP INC	Former SEC adviser	Mar 15, 2017	Mar 5, 2018	no	LITTLETON, CO	Previous registration
WAMBOLT & ASSOCIATES, LLC	Former SEC adviser	Jan 19, 2017	Mar 5, 2018	no	LITTLETON, CO	Previous registration
MY PORTFOLIO GUIDE, LLC	Independent wealth	Oct 25, 2012	Mar 2, 2017	no	SEAL BEACH, CA	Previous registration
CAPITAL INVESTMENT COUNSEL INC	Former SEC adviser	Oct 19, 2005	Oct 12, 2012	no	DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 7, 2000	Nov 6, 2003	no	FT.COLLINS, CO	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
THREADLINE WEALTH	Mariner	Mar 23, 2023	Apr 25, 2023	33	Firm change	RIA to ibd
CENTRIC INVESTMENT GROUP INC	THREADLINE WEALTH	Mar 5, 2018	Jan 10, 2020	676	Firm change after gap	Other
WAMBOLT & ASSOCIATES, LLC	CENTRIC INVESTMENT GROUP INC	Mar 5, 2018	Mar 15, 2017	-355	Firm change after gap	Other
MY PORTFOLIO GUIDE, LLC	WAMBOLT & ASSOCIATES, LLC	Mar 2, 2017	Jan 19, 2017	-42	Firm change after gap	Other
CAPITAL INVESTMENT COUNSEL INC	MY PORTFOLIO GUIDE, LLC	Oct 12, 2012	Oct 25, 2012	13	Firm change	Other
CHARLES SCHWAB & CO., INC.	CAPITAL INVESTMENT COUNSEL INC	Nov 6, 2003	Oct 19, 2005	713	Firm change after gap	Other

Relationships

Registered with (7)

→ MARINERRegistered adviserregistration: current employment
Apr 25, 2023 to presentfactForm ADV
→ THREADLINE WEALTHRegistered adviserregistration: previous registration
Jan 10, 2020 to Mar 23, 2023factForm ADV
→ CENTRIC INVESTMENT GROUP INCRegistered adviserregistration: previous registration
Mar 15, 2017 to Mar 5, 2018factForm ADV
→ WAMBOLT & ASSOCIATES, LLCRegistered adviserregistration: previous registration
Jan 19, 2017 to Mar 5, 2018factForm ADV
→ MY PORTFOLIO GUIDE, LLCRegistered adviserregistration: previous registration
Oct 25, 2012 to Mar 2, 2017factForm ADV
→ CAPITAL INVESTMENT COUNSEL INCRegistered adviserregistration: previous registration
Oct 19, 2005 to Oct 12, 2012factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 7, 2000 to Nov 6, 2003factForm ADV

Dated events

Occurred
Mar 23, 2023
Advisor changed firm
Matthew Robert Blake left Threadline Wealth for Mariner (registered 2023-04-25)
Form ADVobserved 6 days ago