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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)27 years in industry

MATTHEW TAYLOR ADAMS

Advisor at CETERA INVESTMENT ADVISERS LLC

EUGENE, OR | BEND, OR

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Search this name across graphsid dfx:ria:d6d7d536-95fc-95d5-39dc-c9fbb87f0a1d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2004 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: CETERA INVESTMENT ADVISERS 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: Apr 16, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Apr 16, 1999
First registration: Feb 26, 2004
Dual registered: yes, broker-dealer
Other names: MATTHEW ADAMS|MATTHEW TAYLOR ADAMS|MATTHEW ADAMS|MATT ADAMS
IAPD individual key: 2354504

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
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Sep 5, 2025	n/a	yes	EUGENE, OR\|BEND, OR	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 25, 2019	Sep 5, 2025	no	Eugene, OR\|Bend, OR	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	May 16, 2012	Oct 25, 2019	no	Eugene, OR	Previous registration
USA WEALTH MANAGEMENT LLC	Former SEC adviser	Jul 17, 2006	May 22, 2009	no	GRAND RAPIDS, MI	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Feb 23, 2005	Dec 31, 2005	no	SAN DIEGO, CA	Previous registration
CAPITAL RESOURCE MANAGEMENT, INC.	n/a	Feb 26, 2004	Feb 17, 2005	no	ESCONDIDO, CA	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
AVANTAX ADVISORY SERVICES	CETERA INVESTMENT ADVISERS LLC	Sep 5, 2025	Sep 5, 2025	0	Bulk transfer	Ibd to ibd
1ST GLOBAL ADVISORS INC	AVANTAX ADVISORY SERVICES	Oct 25, 2019	Oct 25, 2019	0	Bulk transfer	Ibd to ibd
USA WEALTH MANAGEMENT LLC	1ST GLOBAL ADVISORS INC	May 22, 2009	May 16, 2012	1,090	Firm change after gap	Other
TOWER SQUARE SECURITIES, INC.	USA WEALTH MANAGEMENT LLC	Dec 31, 2005	Jul 17, 2006	198	Firm change	Other
CAPITAL RESOURCE MANAGEMENT, INC.	TOWER SQUARE SECURITIES, INC.	Feb 17, 2005	Feb 23, 2005	6	Firm change	Other

Relationships

Registered with (6)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Sep 5, 2025 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 25, 2019 to Sep 5, 2025factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
May 16, 2012 to Oct 25, 2019factForm ADV
→ USA WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jul 17, 2006 to May 22, 2009factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Feb 23, 2005 to Dec 31, 2005factForm ADV
→ CAPITAL RESOURCE MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 26, 2004 to Feb 17, 2005factForm ADV

Dated events

No dated event names this entity yet.