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RIA / WealthAdvisor24 years in industry

MATTHEW DEAN PECK

Advisor at AMICUS FINANCIAL ADVISORS, LLC

LUBBOCK, TX

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Search this name across graphsid dfx:ria:462e8828-0290-ba9e-44d1-d58bc080bd3f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2002 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: AMICUS FINANCIAL 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: Dec 20, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Dec 20, 2001
First registration: Jun 7, 2002
Dual registered: no
IAPD individual key: 4474452

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
AMICUS FINANCIAL ADVISORS, LLC	Independent wealth	May 7, 2010	n/a	yes	LUBBOCK, TX	Current employment
WARREN FINANCIAL SERVICES, LLC	n/a	Dec 22, 2009	Apr 12, 2010	no	n/a	Previous registration
AMICUS FINANCIAL ADVISORS, LLC	Independent wealth	Feb 4, 2009	Dec 7, 2009	no	LUBBOCK, TX\|LUBBOCK, TX	Previous registration
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT	Independent wealth	Sep 25, 2007	Jan 30, 2009	no	CORAL GABLES, FL	Previous registration
MCDONALD CAPITAL MANAGEMENT	Independent wealth	Jun 7, 2002	Sep 24, 2007	no	LUBBOCK, TX	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
WARREN FINANCIAL SERVICES, LLC	AMICUS FINANCIAL ADVISORS, LLC	Apr 12, 2010	May 7, 2010	25	Firm change	Other
AMICUS FINANCIAL ADVISORS, LLC	WARREN FINANCIAL SERVICES, LLC	Dec 7, 2009	Dec 22, 2009	15	Firm change	Other
EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT	AMICUS FINANCIAL ADVISORS, LLC	Jan 30, 2009	Feb 4, 2009	5	Firm change	Other
MCDONALD CAPITAL MANAGEMENT	EVENSKY & KATZ/FOLDES WEALTH MANAGEMENT	Sep 24, 2007	Sep 25, 2007	1	Firm change	Other

Relationships

Registered with (4)

→ AMICUS FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 4, 2009 to Dec 7, 2009factForm ADV
→ WARREN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 22, 2009 to Apr 12, 2010factForm ADV
→ EVENSKY & KATZ/FOLDES WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 25, 2007 to Jan 30, 2009factForm ADV
→ MCDONALD CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jun 7, 2002 to Sep 24, 2007factForm ADV

Dated events

No dated event names this entity yet.