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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

Matthew Anthony Tully

Advisor at LARSON FINANCIAL GROUP, LLC

SAINT LOUIS, MO | Indianaapolis, IN

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Search this name across graphsid dfx:ria:b8fbf2b7-3098-4c74-bcd3-b4cbf651a938

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2007 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: LARSON FINANCIAL GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 28, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 28, 1994
First registration: Jan 12, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 2093679

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
LARSON FINANCIAL GROUP, LLC	Bd affiliated wealth	Apr 14, 2022	n/a	yes	Indianaapolis, IN\|SAINT LOUIS, MO	Current employment
MIDWEST WEALTH MANAGEMENT INC.	Former SEC adviser	Aug 3, 2020	Jul 1, 2022	no	INDIANAPOLIS, IN	Previous registration
CATALYST CAPITAL ADVISORS LLC	Asset manager	Apr 21, 2016	Dec 31, 2021	no	Fishers, IN\|SAN JUAN, PR	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Nov 4, 2014	Mar 6, 2015	no	FISHERS, IN	Previous registration
CLEARBRIDGE INVESTMENTS, LLC	Mixed wealth	Nov 24, 2010	Apr 11, 2014	no	NEW YORK, NY	Previous registration
MANULIFE INVESTMENT MANAGEMENT (US) LLC	Asset manager	Jan 17, 2007	Nov 29, 2010	no	BOSTON, MA	Previous registration
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Asset manager	Jan 12, 2007	Nov 29, 2010	no	BOSTON, MA	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
MIDWEST WEALTH MANAGEMENT INC.	LARSON FINANCIAL GROUP, LLC	Jul 1, 2022	Apr 14, 2022	-78	Firm change after gap	RIA to ibd
CATALYST CAPITAL ADVISORS LLC	MIDWEST WEALTH MANAGEMENT INC.	Dec 31, 2021	Aug 3, 2020	-515	Firm change after gap	Other
AVANTAX ADVISORY SERVICES	CATALYST CAPITAL ADVISORS LLC	Mar 6, 2015	Apr 21, 2016	412	Firm change after gap	Other
CLEARBRIDGE INVESTMENTS, LLC	AVANTAX ADVISORY SERVICES	Apr 11, 2014	Nov 4, 2014	207	Firm change	Other
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	MANULIFE INVESTMENT MANAGEMENT (US) LLC	Nov 29, 2010	Jan 17, 2007	-1,412	Firm change after gap	Other
MANULIFE INVESTMENT MANAGEMENT (US) LLC	CLEARBRIDGE INVESTMENTS, LLC	Nov 29, 2010	Nov 24, 2010	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
298787:140599:IN:2022-07-01	Jul 1, 2022	Apr 14, 2022	INDIANAPOLIS, IN	Firm change after gap

Relationships

Registered with (7)

→ LARSON FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Apr 14, 2022 to presentfactForm ADV
→ MIDWEST WEALTH MANAGEMENT INC.Registered adviserregistration: previous registration
Aug 3, 2020 to Jul 1, 2022factForm ADV
→ CATALYST CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Apr 21, 2016 to Dec 31, 2021factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Nov 4, 2014 to Mar 6, 2015factForm ADV
→ CLEARBRIDGE INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 24, 2010 to Apr 11, 2014factForm ADV
→ JOHN HANCOCK INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 12, 2007 to Nov 29, 2010factForm ADV
→ MANULIFE INVESTMENT MANAGEMENT (US) LLCRegistered adviserregistration: previous registration
Jan 17, 2007 to Nov 29, 2010factForm ADV

Dated events

Occurred
Jul 1, 2022
Advisor changed firm
Matthew Anthony Tully left Midwest Wealth Management Inc. for Larson Financial Group, Llc (registered 2022-04-14)
Form ADVobserved 4 days ago