DFX Intelligence

Data Factory

RIA / WealthAdvisor16 years in industry

MATTHEW DONALD PAPPAS

Advisor at COTTONWOOD WEALTH STRATEGIES, LLC

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2c8ba07-62d7-249d-6f44-92bd6a05c4a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 26, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Matthew Donald Pappas

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COTTONWOOD WEALTH STRATEGIES, LLC
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: Oct 15, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 15, 2009
First registration: Oct 26, 2009
Dual registered: no
Other names: MATTHEW D PAPPAS
IAPD individual key: 5704052

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
COTTONWOOD WEALTH STRATEGIES, LLC	Independent wealth	Feb 19, 2021	n/a	yes	SALT LAKE CITY, UT	Current employment
WELLS FARGO ADVISORS	Wirehouse	Nov 18, 2010	Feb 24, 2021	no	HOLLADAY, UT\|PARK CITY, UT	Previous registration
MORGAN STANLEY	Wirehouse	Oct 26, 2009	Oct 29, 2010	no	PURCHASE, NY\|SALT LAKE CITY, UT	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
WELLS FARGO ADVISORS	COTTONWOOD WEALTH STRATEGIES, LLC	Feb 24, 2021	Feb 19, 2021	-5	Firm change	Wirehouse to new firm
MORGAN STANLEY	WELLS FARGO ADVISORS	Oct 29, 2010	Nov 18, 2010	20	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:311272:UT:2021-02-24	Feb 24, 2021	Feb 19, 2021	PARK CITY, UT	Firm change

Relationships

Registered with (3)

→ COTTONWOOD WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Feb 19, 2021 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 18, 2010 to Feb 24, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 26, 2009 to Oct 29, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e2c8ba07-62d7-249d-6f44-92bd6a05c4a0
First observed: Oct 26, 2009
Last observed: Sep 14, 2026 5 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.

MATTHEW DONALD PAPPAS

Advisor at COTTONWOOD WEALTH STRATEGIES, LLC

SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e2c8ba07-62d7-249d-6f44-92bd6a05c4a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

COTTONWOOD WEALTH STRATEGIES, LLC

Independent wealth

Feb 19, 2021

n/a

yes

SALT LAKE CITY, UT

Current employment

WELLS FARGO ADVISORS

Wirehouse

Nov 18, 2010

Feb 24, 2021

HOLLADAY, UT|PARK CITY, UT

Previous registration

MORGAN STANLEY

Wirehouse

Oct 26, 2009

Oct 29, 2010

PURCHASE, NY|SALT LAKE CITY, UT

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

COTTONWOOD WEALTH STRATEGIES, LLC

Feb 24, 2021

Feb 19, 2021

-5

Firm change

Wirehouse to new firm

MORGAN STANLEY

WELLS FARGO ADVISORS

Oct 29, 2010

Nov 18, 2010

Firm change

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

19616:311272:UT:2021-02-24

Feb 24, 2021

Feb 19, 2021

PARK CITY, UT

Firm change