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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

GREGORY ANTHONY MATTHEWS

Advisor at TRIUMPH WEALTH ADVISORS, INC.

Carrolton, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Apr 8, 1998 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: TRIUMPH WEALTH ADVISORS, INC.
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 21, 1995
First registration: Apr 8, 1998
Dual registered: yes, broker-dealer
Other names: GREG MATTHEWS|G MATTHEWS
IAPD individual key: 2647453

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
TRIUMPH WEALTH ADVISORS, INC.	Former SEC adviser	Oct 14, 2024	n/a	yes	Carrolton, TX	Current employment
TRIUMPH WEALTH ADVISORS, INC.	Former SEC adviser	Apr 15, 2020	Jul 22, 2024	no	CARROLLTON, TX\|ACWORTH, GA	Previous registration
TRIUMPH WEALTH ADVISORS, INC.	Former SEC adviser	Jan 17, 2014	Jun 20, 2019	no	ACWORTH, GA\|CARROLLTON, TX	Previous registration
MADISON AVENUE SECURITIES, LLC	Bd affiliated wealth	Jun 21, 2011	Jun 13, 2013	no	SAN DIEGO, CA\|CARROLLTON, TX	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Apr 7, 2006	Apr 18, 2011	no	DALLAS, TX\|CARROLLTON, TX	Previous registration
GREENBOOK INVESTMENT MANAGEMENT, INC.	n/a	Aug 11, 2005	Mar 21, 2006	no	DALLAS, TX	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jun 23, 2005	Apr 7, 2006	no	DALLAS, TX	Previous registration
MATTHEWS FINANCIAL SERVICES	n/a	Apr 8, 1998	Dec 31, 2004	no	DALLAS, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Apr 8, 1998	May 26, 2004	no	DALLAS, TX	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
MADISON AVENUE SECURITIES, LLC	TRIUMPH WEALTH ADVISORS, INC.	Jun 13, 2013	Jan 17, 2014	218	Firm change	Other
NEXT FINANCIAL GROUP, INC.	MADISON AVENUE SECURITIES, LLC	Apr 18, 2011	Jun 21, 2011	64	Firm change	Other
QUESTAR ASSET MANAGEMENT, INC.	GREENBOOK INVESTMENT MANAGEMENT, INC.	Apr 7, 2006	Aug 11, 2005	-239	Firm change after gap	Other
GREENBOOK INVESTMENT MANAGEMENT, INC.	NEXT FINANCIAL GROUP, INC.	Mar 21, 2006	Apr 7, 2006	17	Firm change	Other
MATTHEWS FINANCIAL SERVICES	QUESTAR ASSET MANAGEMENT, INC.	Dec 31, 2004	Jun 23, 2005	174	Firm change	Other
NFP ADVISOR SERVICES, LLC	MATTHEWS FINANCIAL SERVICES	May 26, 2004	Apr 8, 1998	-2,240	Firm change after gap	Other

Relationships

Registered with (7)

→ TRIUMPH WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Apr 15, 2020 to Jul 22, 2024factForm ADV
→ MADISON AVENUE SECURITIES, LLCRegistered adviserregistration: previous registration
Jun 21, 2011 to Jun 13, 2013factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 7, 2006 to Apr 18, 2011factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 23, 2005 to Apr 7, 2006factForm ADV
→ GREENBOOK INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 11, 2005 to Mar 21, 2006factForm ADV
→ MATTHEWS FINANCIAL SERVICESRegistered adviserregistration: previous registration
Apr 8, 1998 to Dec 31, 2004factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Apr 8, 1998 to May 26, 2004factForm ADV

Dated events

No dated event names this entity yet.