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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

Matthew John Macek

Advisor at ALLWORTH FINANCIAL, L.P.

ADDISON, TX | FOLSOM, CA

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Search this name across graphsid dfx:ria:4a88f951-0a4d-0c96-b17c-8e974bdee12c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2017 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: ALLWORTH FINANCIAL, L.P.
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: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S65|S63
First exam: Aug 9, 2016
First registration: Mar 6, 2017
Dual registered: yes, broker-dealer
Other names: MATTHEW JOHN MACEK|MATTHEW J MACEK
IAPD individual key: 2907725

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
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Apr 6, 2026	n/a	yes	ADDISON, TX\|FOLSOM, CA	Current employment
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Jun 24, 2024	Apr 1, 2026	no	FOLSOM, CA\|Addison, TX	Previous registration
FLAHARTY ASSET MANAGEMENT, LLC	Independent wealth	Dec 14, 2020	Feb 17, 2021	no	PUNTA GORDA, FL\|CLEARWATER, FL	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Aug 28, 2020	Dec 11, 2020	no	MORRISTOWN, NJ\|Punta Gorda, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 6, 2017	Nov 19, 2019	no	ST. LOUIS, MO\|SARASOTA, FL\|LAKEWOOD RANCH, FL\|SARASOTA, FL\|LAKEWOOD RANCH, FL\|VENICE, FL\|LAKEWOOD RANCH, FL\|SARASOTA, FL\|VENICE, FL	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
FLAHARTY ASSET MANAGEMENT, LLC	ALLWORTH FINANCIAL, L.P.	Feb 17, 2021	Jun 24, 2024	1,223	Firm change after gap	RIA to ibd
PRIVATE ADVISOR GROUP, LLC	FLAHARTY ASSET MANAGEMENT, LLC	Dec 11, 2020	Dec 14, 2020	3	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	PRIVATE ADVISOR GROUP, LLC	Nov 19, 2019	Aug 28, 2020	283	Firm change	Wirehouse to RIA

Relationships

Registered with (4)

→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Jun 24, 2024 to Apr 1, 2026factForm ADV
→ FLAHARTY ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 14, 2020 to Feb 17, 2021factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Aug 28, 2020 to Dec 11, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 6, 2017 to Nov 19, 2019factForm ADV

Dated events

No dated event names this entity yet.