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RIA / WealthAdvisor19 years in industry

MATTHEW KENNETH MOLL

Advisor at TRUADVISORS

TAMPA, FL

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Search this name across graphsid dfx:ria:d23fd183-e03c-c517-b614-d7ef8d708cd9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 9, 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: TRUADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Feb 8, 2007
First registration: Feb 9, 2007
Dual registered: no
IAPD individual key: 5040224

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
Truadvisors	Independent wealth	Mar 7, 2014	n/a	yes	TAMPA, FL	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 26, 2011	Jan 15, 2014	no	Atlanta, GA\|Sandy Springs, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 29, 2008	Dec 8, 2010	no	ATLANTA, GA\|ATLANTA, GA\|TUCKER, GA\|CHAMBLEE, GA\|TUCKER, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 9, 2007	Feb 8, 2008	no	ATLANTA, GA\|BIRMINGHAM, AL	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
CHARLES SCHWAB & CO., INC.	Truadvisors	Jan 15, 2014	Mar 7, 2014	51	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	CHARLES SCHWAB & CO., INC.	Dec 8, 2010	Jan 26, 2011	49	Firm change	Wirehouse to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Feb 8, 2008	May 29, 2008	111	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ TRUADVISORSRegistered adviserregistration: current employment
Mar 7, 2014 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 26, 2011 to Jan 15, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 29, 2008 to Dec 8, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 9, 2007 to Feb 8, 2008factForm ADV

Dated events

No dated event names this entity yet.