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

WELLS FARGO ADVISORS

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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Jun 17, 2019

First registration

Jun 18, 2019

Dual registered

yes, broker-dealer

Other names

Matthew David Goldstein

IAPD individual key

6877364

• Occurred

  Jun 16, 2022
  Advisor changed firm

  Matthew Goldstein left Ubs Financial Services Inc. for Wells Fargo Advisors (registered 2022-07-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fe4ca197-8cc6-6c1a-b82e-3cd6737d426d

First observed

Jun 18, 2019

Last observed

Sep 19, 2026 2 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.