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RIA / WealthAdvisor11 years in industry

Matthew Kelly Sandstrom

Advisor at PIVOTAL WEALTH AND TAX

PRESTON, MN

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Search this name across graphsid dfx:ria:2f7d4e1a-a911-ca72-d228-911730791839

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 25, 2019 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: PIVOTAL WEALTH AND TAX
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 22, 2019
First registration: Feb 25, 2019
Dual registered: no
Other names: Matthew Kelly Sandstrom|Matt Kelly Sandstrom
IAPD individual key: 7047808

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
PIVOTAL WEALTH AND TAX	State registered	Sep 19, 2025	n/a	yes	PRESTON, MN	Current employment
Entrewealth	Independent wealth	Sep 12, 2024	Jun 26, 2025	no	AUSTIN, TX\|McKinney, TX	Previous registration
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Apr 26, 2024	Sep 10, 2024	no	PLANO, TX\|mckinney, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Apr 7, 2020	Mar 11, 2024	no	Minneapolis, MN	Previous registration
EDWARD JONES	National bd RIA	Feb 25, 2019	Jan 7, 2020	no	Saginaw, MN\|ST LOUIS, MO\|TEMPE, AZ\|VANCOUVER, WA	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
Entrewealth	PIVOTAL WEALTH AND TAX	Jun 26, 2025	Sep 19, 2025	85	Firm change	RIA to state RIA
CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC	Entrewealth	Sep 10, 2024	Sep 12, 2024	2	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLC	Mar 11, 2024	Apr 26, 2024	46	Firm change	Ibd to RIA
EDWARD JONES	MML INVESTORS SERVICES, LLC	Jan 7, 2020	Apr 7, 2020	91	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ PIVOTAL WEALTH AND TAXRegistered adviserregistration: current employment
Sep 19, 2025 to presentfactForm ADV
→ ENTREWEALTHRegistered adviserregistration: previous registration
Sep 12, 2024 to Jun 26, 2025factForm ADV
→ CHAPWOOD CAPITAL INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 26, 2024 to Sep 10, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Apr 7, 2020 to Mar 11, 2024factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 25, 2019 to Jan 7, 2020factForm ADV

Dated events

Occurred
Jun 26, 2025
Advisor changed firm
Matthew Kelly Sandstrom left Entrewealth for Pivotal Wealth And Tax (registered 2025-09-19)
Form ADVobserved 4 days ago
Occurred
Sep 10, 2024
Advisor changed firm
Matthew Kelly Sandstrom left Chapwood Capital Investment Management, Llc for Entrewealth (registered 2024-09-12)
Form ADVobserved 4 days ago
Occurred
Mar 11, 2024
Advisor changed firm
Matthew Kelly Sandstrom left Mml Investors Services, Llc for Chapwood Capital Investment Management, Llc (registered 2024-04-26)
Form ADVobserved 4 days ago