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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

Matthew Gregory Caison

Advisor at ACORNS

IRVINE, CA | Fayetteville, NC

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Search this name across graphsid dfx:ria:627fd43e-ff97-0f1f-b090-a9f4fb170abe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2011 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: ACORNS
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: Feb 4, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 4, 2011
First registration: Feb 7, 2011
Dual registered: yes, broker-dealer
Other names: MATT CAISON
IAPD individual key: 5868509

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
Acorns	Independent wealth	Feb 1, 2024	n/a	yes	IRVINE, CA\|Fayetteville, NC	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jun 6, 2014	Mar 29, 2022	no	RALEIGH, NC\|WILMINGTON, NC\|FAYETTEVILLE, NC\|FAYETTEVILLE, NC	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 23, 2012	Jun 2, 2014	no	FAYETTEVILLE, NC\|CHARLOTTE, NC	Previous registration
MORGAN STANLEY	Wirehouse	Feb 7, 2011	Mar 28, 2012	no	Fayetteville, NC	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
WELLS FARGO ADVISORS	Acorns	Mar 29, 2022	Feb 1, 2024	674	Firm change after gap	Wirehouse to RIA
PNC WEALTH MANAGEMENT	WELLS FARGO ADVISORS	Jun 2, 2014	Jun 6, 2014	4	Firm change	Other
MORGAN STANLEY	PNC WEALTH MANAGEMENT	Mar 28, 2012	Nov 23, 2012	240	Firm change	Other

Relationships

Registered with (4)

→ ACORNSRegistered adviserregistration: current employment
Feb 1, 2024 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 6, 2014 to Mar 29, 2022factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 23, 2012 to Jun 2, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 7, 2011 to Mar 28, 2012factForm ADV

Dated events

Occurred
Mar 29, 2022
Advisor changed firm
Matthew Gregory Caison left Wells Fargo Advisors for Acorns (registered 2024-02-01)
Form ADVobserved 4 days ago