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

HOLOS INTEGRATED WEALTH

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

Jun 7, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jun 7, 2005

First registration

Feb 6, 2006

Dual registered

no

Other names

DAVE JAMES MATULEWICZ

IAPD individual key

4406746

• Occurred

  May 1, 2024
  Advisor changed firm

  David James Matulewicz left Arkadios Wealth Advisors for Holos Integrated Wealth (registered 2024-03-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e5b47f3e-5ccd-c6a2-02b7-6e46f793cd7b

First observed

Feb 6, 2006

Last observed

Sep 14, 2026 6 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.