DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
M•••••• P••• R•••
Feed of 09/14/2026
Also filed as Matt R•••
At current firm
10 y
since Nov 17, 2015
In the industry
24 y
since Jan 1, 2002 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Nov 17, 2015 · Cincinnati, Oh
- L•• F•••••••• L•• BD affiliatedOct 11, 2011 to Nov 24, 2015 · Cincinnati, Oh
- N•• A•••••• S•••••••• L•• formerFeb 17, 2004 to Oct 11, 2011 · Cincinnatti, Oh
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Nov 24, 2015, registered Nov 17, 2015 (-7 days) · Other · moved with a team
- N•• A•••••• S•••••••• L•• to L•• F•••••••• L••left Oct 11, 2011, registered Oct 11, 2011 (0 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address