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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Angel Matos

Advisor at BANKERS LIFE ADVISORY SERVICES, INC.

Sherman Oaks, CA | CHICAGO, IL

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Search this name across graphsid dfx:ria:47578022-8da3-dd4f-9fc4-a9b4bad882c3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2013 to Sep 15, 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: BANKERS LIFE ADVISORY SERVICES, INC.
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: Jun 27, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Jun 27, 2013
First registration: Jun 27, 2013
Dual registered: yes, broker-dealer
Other names: ANGEL E MATOS|ANGEL EDUARDO MATOS|ANGEL MATOS
IAPD individual key: 4453306

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
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Oct 30, 2024	n/a	yes	Sherman Oaks, CA\|CHICAGO, IL	Current employment
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 15, 2021	Jul 24, 2024	no	San Antonio, TX\|Newbury Park, CA\|Los Angeles, CA\|Newbury Park, CA\|Fort Mill, SC\|Los Angeles, CA\|Encino, CA\|Henderson, NV	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 28, 2018	Oct 26, 2021	no	LOS ANGELES, CA\|BEVERLY HILLS, CA\|EL SEGUNDO, CA\|INGLEWOOD, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 8, 2015	Aug 8, 2018	no	WEST HOLLYWOOD, CA\|LOS ANGELES, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 27, 2013	Aug 14, 2015	no	Beverly Hills, CA	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
CITIGROUP GLOBAL MARKETS INC.	BANKERS LIFE ADVISORY SERVICES, INC.	Jul 24, 2024	Oct 30, 2024	98	Firm change	Ibd to ibd
WELLS FARGO ADVISORS	CITIGROUP GLOBAL MARKETS INC.	Oct 26, 2021	Oct 15, 2021	-11	Firm change	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Aug 8, 2018	Aug 28, 2018	20	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	J.P. MORGAN SECURITIES LLC	Aug 14, 2015	Sep 8, 2015	25	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Oct 30, 2024 to presentfactForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 15, 2021 to Jul 24, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 28, 2018 to Oct 26, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 8, 2015 to Aug 8, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 27, 2013 to Aug 14, 2015factForm ADV

Dated events

Occurred
Jul 24, 2024
Advisor changed firm
Angel Matos left Citigroup Global Markets Inc. for Bankers Life Advisory Services, Inc. (registered 2024-10-30)
Form ADVobserved 5 days ago