DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Cash Evan Matthews
Feed of 09/14/2026
At current firm
5 y
since Oct 16, 2020
In the industry
38 y
since Nov 17, 1987 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Watch Advisors, Inc independent RIA currentsince Oct 16, 2020 · Jenks, Ok
- Solomon Group Financial Services, LLC unclassifiedJan 9, 2020 to Dec 31, 2020 · Austin, Tx
- Solomon Group Financial Services, LLC unclassifiedMar 3, 2017 to Dec 31, 2019 · Austin, Tx
- Blue Duck Wealth Management formerAug 31, 2016 to Apr 11, 2017 · Austin, Tx
- Solomon Group Financial Services, LLC unclassifiedApr 8, 2013 to Dec 31, 2016 · Austin, Tx
- Next Financial Group, Inc. formerJan 4, 2008 to Apr 29, 2013 · Houston, Tx
- Transamerica Financial Advisors, LLC BD affiliatedApr 27, 1994 to May 23, 2006 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Solomon Group Financial Services, LLC to Wealth Watch Advisors, Incleft Dec 31, 2020, registered Oct 16, 2020 (-76 days) · Other · moved with a team
- Blue Duck Wealth Management to Solomon Group Financial Services, LLCleft Apr 11, 2017, registered Mar 3, 2017 (-39 days) · Other · moved with a team
- Solomon Group Financial Services, LLC to Blue Duck Wealth Managementleft Dec 31, 2016, registered Aug 31, 2016 (-122 days) · Other · moved with a team
- Next Financial Group, Inc. to Solomon Group Financial Services, LLCleft Apr 29, 2013, registered Apr 8, 2013 (-21 days) · Other
- Transamerica Financial Advisors, LLC to Next Financial Group, Inc.left May 23, 2006, registered Jan 4, 2008 (591 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address