DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner23 years in industry

MATTHEW PATRICK BRENNAN

Advisor at COVENANT WEALTH ADVISORS

RICHMOND, VA | Reston, VA

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:f9b297bd-2f18-3f6c-4aa7-eeb3a4236b0f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 12, 2003 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: COVENANT WEALTH ADVISORS
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 11, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S65
First exam: Aug 11, 2003
First registration: Aug 12, 2003
Dual registered: no
Other names: MATT BRENNAN
IAPD individual key: 4658620

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
COVENANT WEALTH ADVISORS	Independent wealth	Dec 4, 2023	n/a	yes	Reston, VA\|RICHMOND, VA	Current employment
ACORN FINANCIAL ADVISORY SERVICES, INC.	Independent wealth	Mar 5, 2014	Dec 21, 2023	no	RESTON, VA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Aug 17, 2010	Sep 22, 2010	no	HAYS, KS\|RESTON, VA	Previous registration
DOMINION WEALTH MANAGEMENT, INC.	Former SEC adviser	Sep 25, 2008	Feb 26, 2014	no	RESTON, VA	Previous registration
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 26, 2004	Sep 12, 2005	no	MCLEAN, VA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 12, 2003	Dec 9, 2003	no	RICHMOND, VA	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
ACORN FINANCIAL ADVISORY SERVICES, INC.	COVENANT WEALTH ADVISORS	Dec 21, 2023	Dec 4, 2023	-17	Firm change	RIA to RIA
DOMINION WEALTH MANAGEMENT, INC.	INDEPENDENT FINANCIAL GROUP, LLC	Feb 26, 2014	Aug 17, 2010	-1,289	Firm change after gap	Other
INDEPENDENT FINANCIAL GROUP, LLC	ACORN FINANCIAL ADVISORY SERVICES, INC.	Sep 22, 2010	Mar 5, 2014	1,260	Firm change after gap	Other
SPIRE WEALTH MANAGEMENT, LLC	DOMINION WEALTH MANAGEMENT, INC.	Sep 12, 2005	Sep 25, 2008	1,109	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	SPIRE WEALTH MANAGEMENT, LLC	Dec 9, 2003	Jan 26, 2004	48	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
116763:155221:VA:2023-12-21	Dec 21, 2023	Dec 4, 2023	RESTON, VA	Firm change

Relationships

Registered with (6)

→ COVENANT WEALTH ADVISORSRegistered adviserregistration: current employment
Dec 4, 2023 to presentfactForm ADV
→ ACORN FINANCIAL ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Mar 5, 2014 to Dec 21, 2023factForm ADV
→ DOMINION WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 25, 2008 to Feb 26, 2014factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 17, 2010 to Sep 22, 2010factForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 26, 2004 to Sep 12, 2005factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 12, 2003 to Dec 9, 2003factForm ADV

Dated events

Occurred
Dec 21, 2023
Advisor changed firm
Matthew Patrick Brennan left Acorn Financial Advisory Services, Inc. for Covenant Wealth Advisors (registered 2023-12-04)
Form ADVobserved 4 days ago