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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

MATTHEW GARDNER WATSON

Advisor at WELLTH ADVISORY SERVICES, LLC

SHOREWOOD, IL | Mount Pleasant, SC

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 25, 2000 to Sep 15, 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: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 7
Exams: S66
First exam: May 2, 2000
First registration: Sep 25, 2000
Dual registered: yes, broker-dealer
Other names: MATTHEW G WATSON|MATT WATSON|MATTHEW GARDNER WATSON
IAPD individual key: 4019943

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
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Jun 28, 2024	n/a	yes	Mount Pleasant, SC\|SHOREWOOD, IL	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Apr 10, 2023	Jul 10, 2024	no	SAN RAFAEL, CA\|Mt. Pleasant, SC	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jul 14, 2017	Apr 17, 2023	no	Mount Pleasant, SC\|AUSTIN, TX\|Mount Pleasant,, SC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 19, 2009	Jul 24, 2017	no	CHARLESTON, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 25, 2000	Mar 19, 2009	no	MOUNT PLEASANT, SC\|MOUNT PLEASANT, SC\|MOUNT PLEASANT, SC	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
GLOBAL RETIREMENT PARTNERS LLC	WELLTH ADVISORY SERVICES, LLC	Jul 10, 2024	Jun 28, 2024	-12	Bulk transfer	Other
KESTRA ADVISORY SERVICES, LLC	GLOBAL RETIREMENT PARTNERS LLC	Apr 17, 2023	Apr 10, 2023	-7	Firm change	Other
WELLS FARGO ADVISORS	KESTRA ADVISORY SERVICES, LLC	Jul 24, 2017	Jul 14, 2017	-10	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Mar 19, 2009	Mar 19, 2009	0	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 28, 2024 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Apr 10, 2023 to Jul 10, 2024factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jul 14, 2017 to Apr 17, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 19, 2009 to Jul 24, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 25, 2000 to Mar 19, 2009factForm ADV

Dated events

Occurred
Apr 17, 2023
Advisor changed firm
Matthew Gardner Watson left Kestra Advisory Services, Llc for Global Retirement Partners Llc (registered 2023-04-10)
Form ADVobserved 4 days ago