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

BOLDIN ADVISORS

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

3

Designations

Certified Financial Planner

Exams

S63

First exam

May 17, 2017

First registration

Jan 20, 2021

Dual registered

no

Other names

Matt Daniel McCoy|MATTHEW MCCOY

IAPD individual key

6779975

• Occurred

  Dec 10, 2024
  Advisor changed firm

  Matthew Daniel Mccoy left Facet for Southbound Wealth Llc (registered 2024-12-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:402aed3b-aa38-de71-be5c-10a0059e8934

First observed

Jan 20, 2021

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.