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RIA / WealthAdvisorCertified Financial Planner27 years in industry

MATTHEW THOMAS BERQUIST

Advisor at INTREPID CAPITAL MANAGEMENT INC

JACKSONVILLE BEACH, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 3, 1998 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: INTREPID CAPITAL MANAGEMENT INC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 25, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 25, 1998
First registration: Dec 3, 1998
Dual registered: no
Other names: Matthew T Berquist
IAPD individual key: 3126351

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
INTREPID CAPITAL MANAGEMENT INC	Other adviser	Jul 13, 2022	n/a	yes	JACKSONVILLE BEACH, FL	Current employment
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jun 28, 2005	Nov 30, 2006	no	PONTE VEDRA BEACH, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL	Previous registration
TRUIST SECURITIES, INC.	n/a	Jun 25, 2003	Jul 15, 2005	no	JACKSONVILLE, FL	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Dec 3, 1998	Jun 26, 2003	no	PONTE VEDRA, FL	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
SUNTRUST INVESTMENT SERVICES, INC.	INTREPID CAPITAL MANAGEMENT INC	Nov 30, 2006	Jul 13, 2022	5,704	Firm change after gap	Other
TRUIST SECURITIES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Jul 15, 2005	Jun 28, 2005	-17	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	TRUIST SECURITIES, INC.	Jun 26, 2003	Jun 25, 2003	-1	Firm change	Other

Relationships

Registered with (4)

→ INTREPID CAPITAL MANAGEMENT INCRegistered adviserregistration: current employment
Jul 13, 2022 to presentfactForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jun 28, 2005 to Nov 30, 2006factForm ADV
→ TRUIST SECURITIES, INC.Registered adviserregistration: previous registration
Jun 25, 2003 to Jul 15, 2005factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Dec 3, 1998 to Jun 26, 2003factForm ADV

Dated events

No dated event names this entity yet.