DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner24 years in industry

MATTHEW A RAMOS

Advisor at MPOWER WEALTH MANAGEMENT, LLC

DREXEL HILL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a1c3364b-fbca-e1c3-629c-906addba3d78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 25, 2002 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: MPOWER WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 28, 2018
First registration: Mar 25, 2002
Dual registered: no
IAPD individual key: 2078561

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
MPOWER WEALTH MANAGEMENT, LLC	State registered	Nov 4, 2021	n/a	yes	DREXEL HILL, PA	Current employment
FORUM FINANCIAL MANAGEMENT, LP	Independent wealth	Sep 17, 2019	Nov 2, 2021	no	LOMBARD, IL	Previous registration
MAR FINANCIAL PLANNING, LLC	n/a	Apr 11, 2019	Sep 4, 2019	no	WASHINGTON, DC	Previous registration
CASSADAY & CO INC	Former SEC adviser	Oct 13, 2018	Mar 21, 2019	no	MCLEAN, VA	Previous registration
MAR FINANCIAL PLANNING, LLC	n/a	Mar 23, 2017	Jul 16, 2018	no	WASHINGTON, DC	Previous registration
SBSB FINANCIAL ADVISORS	Former SEC adviser	Apr 8, 2014	Oct 12, 2016	no	MCLEAN, VA	Previous registration
CAPITAL FIDUCIARY ADVISORS, LLC	Former SEC adviser	Nov 8, 2012	Jan 13, 2014	no	RESTON, VA	Previous registration
MTX WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 15, 2009	Oct 26, 2012	no	BETHESDA, MD	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Mar 25, 2002	Jan 26, 2004	no	WASHINGTON, DC	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
FORUM FINANCIAL MANAGEMENT, LP	MPOWER WEALTH MANAGEMENT, LLC	Nov 2, 2021	Nov 4, 2021	2	Firm change	RIA to state RIA
MAR FINANCIAL PLANNING, LLC	FORUM FINANCIAL MANAGEMENT, LP	Sep 4, 2019	Sep 17, 2019	13	Firm change	Other
CASSADAY & CO INC	MAR FINANCIAL PLANNING, LLC	Mar 21, 2019	Apr 11, 2019	21	Firm change	Other
MAR FINANCIAL PLANNING, LLC	CASSADAY & CO INC	Jul 16, 2018	Oct 13, 2018	89	Firm change	Other
SBSB FINANCIAL ADVISORS	MAR FINANCIAL PLANNING, LLC	Oct 12, 2016	Mar 23, 2017	162	Firm change	Other
CAPITAL FIDUCIARY ADVISORS, LLC	SBSB FINANCIAL ADVISORS	Jan 13, 2014	Apr 8, 2014	85	Firm change	Other
MTX WEALTH MANAGEMENT, LLC	CAPITAL FIDUCIARY ADVISORS, LLC	Oct 26, 2012	Nov 8, 2012	13	Firm change	Other
A. G. EDWARDS & SONS, INC.	MTX WEALTH MANAGEMENT, LLC	Jan 26, 2004	Apr 15, 2009	1,906	Firm change after gap	Other

Relationships

Registered with (8)

→ MPOWER WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Nov 4, 2021 to presentfactForm ADV
→ FORUM FINANCIAL MANAGEMENT, LPRegistered adviserregistration: previous registration
Sep 17, 2019 to Nov 2, 2021factForm ADV
→ MAR FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
Apr 11, 2019 to Sep 4, 2019factForm ADV
→ CASSADAY & CO INCRegistered adviserregistration: previous registration
Oct 13, 2018 to Mar 21, 2019factForm ADV
→ SBSB FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Apr 8, 2014 to Oct 12, 2016factForm ADV
→ CAPITAL FIDUCIARY ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 8, 2012 to Jan 13, 2014factForm ADV
→ MTX WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 15, 2009 to Oct 26, 2012factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Mar 25, 2002 to Jan 26, 2004factForm ADV

Dated events

No dated event names this entity yet.