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

MAKE THE MEMORY FINANCIAL PLANNING

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, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jun 17, 2010

First registration

Aug 7, 2015

Dual registered

no

IAPD individual key

5790390

• Occurred

  Jan 13, 2023
  Advisor changed firm

  Matthew Dowd Hale left Origin Investment Advisory Llc for Make The Memory Financial Planning (registered 2024-10-24)

  Form ADVobserved 4 days ago
• Occurred

  Jul 22, 2022
  Advisor changed firm

  Matthew Dowd Hale left Facet for Origin Investment Advisory Llc (registered 2022-09-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1630b08-3246-29a6-2a91-5db2ccceeb6c

First observed

Aug 7, 2015

Last observed

Sep 14, 2026 5 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.