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.

Current firm

WELLS FARGO ADVISORS

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 26, 2018

First registration

Oct 29, 2018

Dual registered

yes, broker-dealer

Other names

MATT J HOLZWARTH|Matthew Holzwarth

IAPD individual key

6994063

• Occurred

  Aug 26, 2026
  Advisor changed firm

  Matthew James Holzwarth left Raymond James Financial Services Advisors, Inc for Wells Fargo Advisors (registered 2026-08-21)

  Form ADVobserved 6 days ago
• Occurred

  Oct 2, 2023
  Advisor changed firm

  Matthew James Holzwarth left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Raymond James Financial Services Advisors, Inc (registered 2023-10-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1ea7f30-30a3-b3ad-3ef5-9fd8a88ef9c1

First observed

Oct 29, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.