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Advisor at MATTER FAMILY OFFICE
ST LOUIS, MO | Denver, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MATTER FAMILY OFFICE | Independent wealth | Jul 10, 2026 | n/a | yes | Denver, CO|ST LOUIS, MO | Current employment |
| IWP WEALTH MANAGEMENT LLC | Former SEC adviser | Mar 26, 2012 | Jul 8, 2026 | no | DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IWP WEALTH MANAGEMENT LLC | MATTER FAMILY OFFICE | Jul 8, 2026 | Jul 10, 2026 | 2 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 136314:106806:CO:2026-07-08 | Jul 8, 2026 | Jul 10, 2026 | DENVER, CO | Firm change |