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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)37 years in industry

SCOTT DONALD MATHEWSON

Advisor at LPL FINANCIAL LLC

SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:6255edb8-9083-9db8-53b6-7eb273b2f261

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 1, 2000 to Sep 14, 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: LPL FINANCIAL LLC
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: Sep 30, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 30, 1988
First registration: Sep 1, 2000
Dual registered: yes, broker-dealer
IAPD individual key: 1878928

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
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 6, 2023	n/a	yes	SOUTH JORDAN, UT	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Dec 11, 2019	Mar 8, 2023	no	Lehi, UT\|Lehi, UT\|South Jordan, UT\|South Jordan, UT	Previous registration
TLG ADVISORS, INC.	Bd affiliated wealth	Jun 24, 2016	Dec 12, 2019	no	SOUTH JORDAN, UT\|SUMMIT, NJ\|South Jordan, UT	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 24, 2009	Dec 18, 2009	no	SOUTH JORDAN, UT\|ARLINGTON, TX\|ARLINGTON, TX	Previous registration
WELLSPRING WEALTH MANAGEMENT LLC	Independent wealth	Jun 16, 2009	Mar 11, 2016	no	ARLINGTON, TX\|SOUTH JORDAN, UT	Previous registration
WELLSPRING WEALTH MANAGEMENT LLC	Independent wealth	Jun 20, 2005	Mar 17, 2009	no	ARLINGTON, TX	Previous registration
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	n/a	Jun 14, 2004	Oct 13, 2009	no	ARLINGTON, TX	Previous registration
WS GRIFFITH SECURITIES, INC.	n/a	Sep 1, 2000	Jun 8, 2004	no	ARLINGTON, 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
MML INVESTORS SERVICES, LLC	LPL FINANCIAL LLC	Mar 8, 2023	Mar 6, 2023	-2	Firm change	Ibd to RIA
TLG ADVISORS, INC.	MML INVESTORS SERVICES, LLC	Dec 12, 2019	Dec 11, 2019	-1	Firm change	Ibd to ibd
WELLSPRING WEALTH MANAGEMENT LLC	LPL FINANCIAL LLC	Mar 11, 2016	Sep 24, 2009	-2,360	Firm change after gap	Other
LPL FINANCIAL LLC	TLG ADVISORS, INC.	Dec 18, 2009	Jun 24, 2016	2,380	Firm change after gap	Other
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	WELLSPRING WEALTH MANAGEMENT LLC	Oct 13, 2009	Jun 20, 2005	-1,576	Firm change after gap	Other
WS GRIFFITH SECURITIES, INC.	ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	Jun 8, 2004	Jun 14, 2004	6	Firm change	Other

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 24, 2009 to Dec 18, 2009factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Dec 11, 2019 to Mar 8, 2023factForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Jun 24, 2016 to Dec 12, 2019factForm ADV
→ WELLSPRING WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 16, 2009 to Mar 11, 2016factForm ADV
→ ASSOCIATED PLANNERS INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
Jun 14, 2004 to Oct 13, 2009factForm ADV
→ WS GRIFFITH SECURITIES, INC.Registered adviserregistration: previous registration
Sep 1, 2000 to Jun 8, 2004factForm ADV

Dated events

Occurred
Mar 8, 2023
Advisor changed firm
Scott Donald Mathewson left Mml Investors Services, Llc for Lpl Financial Llc (registered 2023-03-06)
Form ADVobserved 5 days ago