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Advisor at MATTERS CAPITAL LLC
CORAL GABLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MATTERS CAPITAL LLC | Independent wealth | Mar 5, 2025 | n/a | yes | CORAL GABLES, FL | Current employment |
| SVB WEALTH | Independent wealth | Dec 8, 2020 | Jan 17, 2025 | no | Palm Beach Gardens, FL|MIAMI, FL | Previous registration |
| VALLEY FINANCIAL MANAGEMENT, INC. | Bd affiliated wealth | May 6, 2008 | Mar 1, 2010 | no | AVENTURA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SVB WEALTH | MATTERS CAPITAL LLC | Jan 17, 2025 | Mar 5, 2025 | 47 | Firm change | Ibd to new firm |
| VALLEY FINANCIAL MANAGEMENT, INC. | SVB WEALTH | Mar 1, 2010 | Dec 8, 2020 | 3,935 | Firm change after gap | Ibd to RIA |