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RIA / WealthAdvisor26 years in industry

MATTHEW JOHN MARSHALL

Advisor at ARROWROOT FAMILY OFFICE, LLC

Redondo Beach, CA | MARINA DEL REY, CA

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:fec0939a-d57a-c107-8711-feeeec8a69b6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 8, 2010 to Sep 15, 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: ARROWROOT FAMILY OFFICE, 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: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 24, 2010
First registration: Oct 8, 2010
Dual registered: no
IAPD individual key: 5248941

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
ARROWROOT FAMILY OFFICE, LLC	Independent wealth	Jan 1, 2026	n/a	yes	MARINA DEL REY, CA\|Redondo Beach, CA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Oct 3, 2023	Dec 12, 2025	no	AUSTIN, TX\|Redondo Beach, CA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Sep 1, 2023	Oct 8, 2023	no	REDONDO BEACH, CA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Feb 25, 2013	Sep 1, 2023	no	REDONDO BEACH, CA\|SCOTTSDALE, AZ	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Oct 8, 2010	Jan 18, 2013	no	PLEASANTON, 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
KESTRA ADVISORY SERVICES, LLC	ARROWROOT FAMILY OFFICE, LLC	Dec 12, 2025	Jan 1, 2026	20	Firm change	Ibd to RIA
OSAIC WEALTH, INC.	KESTRA ADVISORY SERVICES, LLC	Oct 8, 2023	Oct 3, 2023	-5	Firm change	Ibd to ibd
SAGEPOINT FINANCIAL, INC.	OSAIC WEALTH, INC.	Sep 1, 2023	Sep 1, 2023	0	Bulk transfer	Ibd to ibd
NFP ADVISOR SERVICES, LLC	SAGEPOINT FINANCIAL, INC.	Jan 18, 2013	Feb 25, 2013	38	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
23131:283330:CA:2023-10-06	Oct 8, 2023	Oct 3, 2023	REDONDO BEACH, CA	Firm change

Relationships

Registered with (5)

→ ARROWROOT FAMILY OFFICE, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 3, 2023 to Dec 12, 2025factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Sep 1, 2023 to Oct 8, 2023factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Feb 25, 2013 to Sep 1, 2023factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Oct 8, 2010 to Jan 18, 2013factForm ADV

Dated events

Occurred
Dec 12, 2025
Advisor changed firm
Matthew John Marshall left Kestra Advisory Services, Llc for Arrowroot Family Office, Llc (registered 2026-01-01)
Form ADVobserved 4 days ago
Occurred
Oct 8, 2023
Advisor changed firm
Matthew John Marshall left Osaic Wealth, Inc. for Kestra Advisory Services, Llc (registered 2023-10-03)
Form ADVobserved 4 days ago