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RIA / WealthAdvisor31 years in industry

MATTHEW PORTER BARTON

Advisor at MISSIONSQUARE RETIREMENT

Cheney, WA | WASHINGTON, DC

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Search this name across graphsid dfx:ria:ea46e0c4-0812-569c-668e-4b1c33b12c04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 19, 2000 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: MISSIONSQUARE RETIREMENT
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: Jul 12, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 6
Exams: S63|S65
First exam: Jul 12, 1995
First registration: Jan 19, 2000
Dual registered: no
Other names: MATT BARTON
IAPD individual key: 2609067

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
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	Aug 25, 2023	n/a	yes	WASHINGTON, DC\|Cheney, WA	Current employment
Farther	Independent wealth	Jul 18, 2022	Aug 21, 2023	no	Lake Oswego, OR\|SAN FRANCISCO, CA	Previous registration
MY PORTFOLIO GUIDE, LLC	Independent wealth	Sep 30, 2019	Nov 1, 2022	no	Tigard, OR\|SEAL BEACH, CA	Previous registration
FISHER INVESTMENTS	Independent wealth	May 24, 2007	May 13, 2019	no	CAMAS, WA\|PLANO, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 19, 2000	Jul 11, 2002	no	LONG BEACH, 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
Farther	MISSIONSQUARE RETIREMENT	Aug 21, 2023	Aug 25, 2023	4	Firm change	Other
MY PORTFOLIO GUIDE, LLC	Farther	Nov 1, 2022	Jul 18, 2022	-106	Firm change after gap	RIA to RIA
FISHER INVESTMENTS	MY PORTFOLIO GUIDE, LLC	May 13, 2019	Sep 30, 2019	140	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	FISHER INVESTMENTS	Jul 11, 2002	May 24, 2007	1,778	Firm change after gap	Other

Relationships

Registered with (5)

→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: current employment
Aug 25, 2023 to presentfactForm ADV
→ FARTHERRegistered adviserregistration: previous registration
Jul 18, 2022 to Aug 21, 2023factForm ADV
→ MY PORTFOLIO GUIDE, LLCRegistered adviserregistration: previous registration
Sep 30, 2019 to Nov 1, 2022factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
May 24, 2007 to May 13, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 19, 2000 to Jul 11, 2002factForm ADV

Dated events

Occurred
Aug 21, 2023
Advisor changed firm
Matthew Porter Barton left Farther for Missionsquare Retirement (registered 2023-08-25)
Form ADVobserved 5 days ago
Occurred
Nov 1, 2022
Advisor changed firm
Matthew Porter Barton left My Portfolio Guide, Llc for Farther (registered 2022-07-18)
Form ADVobserved 5 days ago