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.

Current firm

MATTER FAMILY OFFICE

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

May 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Jul 14, 2014

First registration

Oct 22, 2021

Dual registered

no

IAPD individual key

6205587

• Occurred

  May 15, 2025
  Advisor changed firm

  Matthew Ryan Haney left J.P. Morgan Securities Llc for Matter Family Office (registered 2026-04-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:75f53337-0443-cf38-ceca-51fec20b1001

First observed

Oct 22, 2021

Last observed

Sep 14, 2026 7 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.