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RIA / WealthAdvisor26 years in industry

MATTHEW EDWARD FITZSIMMONS

Advisor at THE WATCHMAN GROUP, INC.

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5dcbfa43-2461-12bf-04de-3bd61e174d3a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Matthew Edward Fitzsimmons

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE WATCHMAN GROUP, 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: Mar 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 3, 2000
First registration: Sep 15, 2000
Dual registered: no
Other names: MATT FITZSIMMONS
IAPD individual key: 3235326

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
THE WATCHMAN GROUP, INC.	Independent wealth	Jun 9, 2017	n/a	yes	PLANO, TX	Current employment
AMERICAN SECURITIES GROUP, INC.	n/a	May 26, 2006	Nov 1, 2006	no	DALLAS, TX\|DALLAS, TX	Previous registration
TRUE NORTH ADVISORS, LLC	Independent wealth	Jul 8, 2003	Dec 31, 2016	no	DALLAS, TX	Previous registration
LOCKWOOD FINANCIAL SERVICES, INC.	n/a	Sep 15, 2000	Jul 8, 2003	no	DALLAS, 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
TRUE NORTH ADVISORS, LLC	AMERICAN SECURITIES GROUP, INC.	Dec 31, 2016	May 26, 2006	-3,872	Firm change after gap	Other
AMERICAN SECURITIES GROUP, INC.	THE WATCHMAN GROUP, INC.	Nov 1, 2006	Jun 9, 2017	3,873	Firm change after gap	Other
LOCKWOOD FINANCIAL SERVICES, INC.	TRUE NORTH ADVISORS, LLC	Jul 8, 2003	Jul 8, 2003	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
116048:43730:TX:2016-12-31	Dec 31, 2016	May 26, 2006	DALLAS, TX	Firm change after gap

Relationships

Registered with (4)

→ THE WATCHMAN GROUP, INC.Registered adviserregistration: current employment
Jun 9, 2017 to presentfactForm ADV
→ TRUE NORTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 8, 2003 to Dec 31, 2016factForm ADV
→ AMERICAN SECURITIES GROUP, INC.Registered adviserregistration: previous registration
May 26, 2006 to Nov 1, 2006factForm ADV
→ LOCKWOOD FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 15, 2000 to Jul 8, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5dcbfa43-2461-12bf-04de-3bd61e174d3a
First observed: Sep 15, 2000
Last observed: Sep 14, 2026 5 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.

MATTHEW EDWARD FITZSIMMONS

Advisor at THE WATCHMAN GROUP, INC.

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5dcbfa43-2461-12bf-04de-3bd61e174d3a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

THE WATCHMAN GROUP, INC.

Independent wealth

Jun 9, 2017

n/a

yes

PLANO, TX

Current employment

AMERICAN SECURITIES GROUP, INC.

n/a

May 26, 2006

Nov 1, 2006

DALLAS, TX|DALLAS, TX

Previous registration

TRUE NORTH ADVISORS, LLC

Independent wealth

Jul 8, 2003

Dec 31, 2016

DALLAS, TX

Previous registration

LOCKWOOD FINANCIAL SERVICES, INC.

n/a

Sep 15, 2000

Jul 8, 2003

DALLAS, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRUE NORTH ADVISORS, LLC

AMERICAN SECURITIES GROUP, INC.

Dec 31, 2016

May 26, 2006

-3,872

Firm change after gap

Other

AMERICAN SECURITIES GROUP, INC.

THE WATCHMAN GROUP, INC.

Nov 1, 2006

Jun 9, 2017

3,873

Firm change after gap

Other

LOCKWOOD FINANCIAL SERVICES, INC.

TRUE NORTH ADVISORS, LLC

Jul 8, 2003

Firm change

Other

Team

Left

Joined

From

Kind

116048:43730:TX:2016-12-31

Dec 31, 2016

May 26, 2006

DALLAS, TX

Firm change after gap