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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

Matthew P MacMichael

Advisor at STIFEL, NICOLAUS & COMPANY, INCORPORATED

SCOTTSDALE, AZ | TUCSON, AZ | PHOENIX, AZ

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Search this name across graphsid dfx:ria:c9371e98-daf1-35d2-c1b3-9d5592de328a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2002 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: STIFEL, NICOLAUS & COMPANY, INCORPORATED
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 12, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S65|S63|S66
First exam: Dec 12, 1997
First registration: Sep 18, 2002
Dual registered: yes, broker-dealer
Other names: MATT MACMICHAEL|MATTHEW MACMICHAEL|MATTHEW PACE MACMICHAEL|Matthew Pace MacMichael|MATHEW P MACMICHAEL|Matthew P MacMichael
IAPD individual key: 2908568

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
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Sep 2, 2025	n/a	yes	SCOTTSDALE, AZ\|TUCSON, AZ\|PHOENIX, AZ	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 21, 2023	Sep 3, 2025	no	Bellevue, WA\|SAN FRANCISCO, CA	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Jul 9, 2021	Mar 20, 2025	no	Bellevue, WA\|Bellevue, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 30, 2012	Jul 6, 2021	no	MOUNT LAUREL, NJ\|BELLEVUE, WA\|TACOMA, WA\|MOUNT LAUREL, NJ\|BELLEVUE, WA\|BELLEVUE, WA	Previous registration
MORGAN STANLEY	Wirehouse	Dec 11, 2009	Dec 11, 2012	no	Mount Laurel, NJ	Previous registration
HADDON FINANCIAL GROUP, INC.	n/a	Apr 10, 2007	Apr 8, 2010	no	MARLTON, NJ	Previous registration
MASTERS LEGACY PLANNING, INC.	n/a	Sep 18, 2002	Feb 26, 2005	no	SOMERS POINT, NJ	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
J.P. MORGAN SECURITIES LLC	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Sep 3, 2025	Sep 2, 2025	-1	Firm change	Wirehouse to ibd
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	J.P. MORGAN SECURITIES LLC	Mar 20, 2025	Nov 21, 2023	-485	Bulk transfer	Ibd to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Jul 6, 2021	Jul 9, 2021	3	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 11, 2012	Nov 30, 2012	-11	Firm change	Wirehouse to wirehouse
HADDON FINANCIAL GROUP, INC.	MORGAN STANLEY	Apr 8, 2010	Dec 11, 2009	-118	Firm change after gap	Other
MASTERS LEGACY PLANNING, INC.	HADDON FINANCIAL GROUP, INC.	Feb 26, 2005	Apr 10, 2007	773	Firm change after gap	Other

Relationships

Registered with (7)

→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 21, 2023 to Sep 3, 2025factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Jul 9, 2021 to Mar 20, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 30, 2012 to Jul 6, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Dec 11, 2009 to Dec 11, 2012factForm ADV
→ HADDON FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 10, 2007 to Apr 8, 2010factForm ADV
→ MASTERS LEGACY PLANNING, INC.Registered adviserregistration: previous registration
Sep 18, 2002 to Feb 26, 2005factForm ADV

Dated events

Occurred
Sep 3, 2025
Advisor changed firm
Matthew P Macmichael left J.P. Morgan Securities Llc for Stifel, Nicolaus & Company, Incorporated (registered 2025-09-02)
Form ADVobserved 6 days ago