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RIA / WealthAdvisor23 years in industry

MATTHEW ROBERT WOLFE

Advisor at GARLIKOV ADVISORS INC

COLUMBUS, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 4, 2006 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: GARLIKOV ADVISORS INC
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: Jan 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 30, 2005
First registration: Dec 4, 2006
Dual registered: no
Other names: MATT WOLFE
IAPD individual key: 4650640

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
GARLIKOV ADVISORS INC	Independent wealth	Dec 7, 2011	n/a	yes	COLUMBUS, OH	Current employment
CAPITAL CITY INVESTMENT MANAGEMENT COMPANY, INC.	n/a	Sep 3, 2008	Dec 31, 2010	no	COLUMBUS, OH	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 3, 2008	Jul 2, 2009	no	COLUMBUS, OH	Previous registration
GARLIKOV ADVISORS INC	Independent wealth	Dec 4, 2006	Jan 2, 2008	no	COLUMBUS, OH	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
CAPITAL CITY INVESTMENT MANAGEMENT COMPANY, INC.	GARLIKOV ADVISORS INC	Dec 31, 2010	Dec 7, 2011	341	Firm change	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	CAPITAL CITY INVESTMENT MANAGEMENT COMPANY, INC.	Jul 2, 2009	Sep 3, 2008	-302	Firm change after gap	Other
GARLIKOV ADVISORS INC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jan 2, 2008	Jan 3, 2008	1	Firm change	Other

Relationships

Registered with (3)

→ GARLIKOV ADVISORS INCRegistered adviserregistration: previous registration
Dec 4, 2006 to Jan 2, 2008factForm ADV
→ CAPITAL CITY INVESTMENT MANAGEMENT COMPANY, INC.Registered adviserregistration: previous registration
Sep 3, 2008 to Dec 31, 2010factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 3, 2008 to Jul 2, 2009factForm ADV

Dated events

No dated event names this entity yet.