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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

MATTHEW R LANGDON

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WYOMISSING, PA

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Search this name across graphsid dfx:ria:dd5931f2-bcd5-a818-8fd1-133950e6fc55

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2006 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: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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: Jul 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 28, 2005
First registration: Feb 28, 2006
Dual registered: yes, broker-dealer
Other names: MATTHEW LANGDON|MATT LANGDON|MATTHEW ROSS LANGDON
IAPD individual key: 4950838

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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 15, 2010	n/a	yes	WYOMISSING, PA	Current employment
STERLING FINANCIAL ADVISORS, LLC	Former SEC adviser	Jan 3, 2007	Nov 3, 2008	no	WYOMISSING, PA	Previous registration
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	May 2, 2006	Dec 31, 2006	no	ENGLEWOOD, CO\|READING, PA	Previous registration
RKL PRIVATE WEALTH	Independent wealth	Feb 28, 2006	Jun 26, 2006	no	LANCASTER, PA	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
STERLING FINANCIAL ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 3, 2008	Jun 15, 2010	589	Firm change after gap	Other
GENEOS WEALTH MANAGEMENT, INC.	STERLING FINANCIAL ADVISORS, LLC	Dec 31, 2006	Jan 3, 2007	3	Firm change	Other
RKL PRIVATE WEALTH	GENEOS WEALTH MANAGEMENT, INC.	Jun 26, 2006	May 2, 2006	-55	Firm change after gap	Other

Relationships

Registered with (4)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: current employment
Jun 15, 2010 to presentfactForm ADV
→ STERLING FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 3, 2007 to Nov 3, 2008factForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 2, 2006 to Dec 31, 2006factForm ADV
→ RKL PRIVATE WEALTHRegistered adviserregistration: previous registration
Feb 28, 2006 to Jun 26, 2006factForm ADV

Dated events

No dated event names this entity yet.