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

ELITE WEALTH MANAGEMENT, INC.

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 1, 2014earliest 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

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 1, 2023

First registration

Jul 6, 2023

Dual registered

no

IAPD individual key

7525176

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Matthew Theodore Daniels left Elite Retirement Group for Elite Wealth Management, Inc. (registered 2025-02-26)

  Form ADVobserved 6 days ago
• Occurred

  Sep 13, 2023
  Advisor changed firm

  Matthew Theodore Daniels left Principal Securities, Inc. for Elite Retirement Group (registered 2023-09-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4bb8d063-e67b-cbec-b51b-690637f4c1e8

First observed

Jul 6, 2023

Last observed

Sep 14, 2026 7 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.