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

COOPER MCMANUS

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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Nov 30, 2018

First registration

May 10, 2019

Dual registered

yes, broker-dealer

IAPD individual key

6963588

• Occurred

  May 1, 2024
  Advisor changed firm

  Matthew Joseph Black left Arbor Point Advisors for Cooper Mcmanus (registered 2024-05-02)

  Form ADVobserved 4 days ago
• Occurred

  Feb 2, 2024
  Advisor changed firm

  Matthew Joseph Black left Ae Wealth Management, Llc for Arbor Point Advisors (registered 2024-02-16)

  Form ADVobserved 4 days ago
• Occurred

  Jul 22, 2022
  Advisor changed firm

  Matthew Joseph Black left Charles Schwab & Co., Inc. for Ae Wealth Management, Llc (registered 2022-09-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:db0c666c-5ffd-986b-c3ab-527969a49729

First observed

May 10, 2019

Last observed

Sep 15, 2026 4 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.