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
David Jeffery Marques Matuszak
Feed of 09/15/2026
At current firm
7 y
since May 6, 2019
In the industry
29 y
since Mar 18, 1997 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Dynamic independent RIA currentsince May 6, 2019 · Phoenix, Az
- Pathlight Investors, LLC formerAug 7, 2014 to May 31, 2019 · Phoenix, Az
- Dynamic independent RIAApr 25, 2012 to Sep 30, 2014 · Phoenix, Az
- Djm Wealth Strategies, LLC unclassifiedNov 18, 2009 to Dec 31, 2012 · Scottsdale, Az
- Envision Capital Management Ltd formerMar 28, 2006 to Feb 28, 2011 · Scottsdale, Az
- Envision Capital Management Ltd formerMar 28, 2006 to Dec 31, 2008 · Scottsdale, Az
- Premium Asset Management, Inc. unclassifiedJul 12, 2002 to Oct 4, 2003 · Phoenix, Az
- Garson Investments Inc unclassifiedJun 16, 1997 to May 22, 2003 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Pathlight Investors, LLC to Dynamicleft May 31, 2019, registered May 6, 2019 (-25 days) · RIA to RIA · moved with a team
- Dynamic to Pathlight Investors, LLCleft Sep 30, 2014, registered Aug 7, 2014 (-54 days) · Other
- Djm Wealth Strategies, LLC to Dynamicleft Dec 31, 2012, registered Apr 25, 2012 (-250 days) · Other
- Envision Capital Management Ltd to Djm Wealth Strategies, LLCleft Feb 28, 2011, registered Nov 18, 2009 (-467 days) · Other
- Premium Asset Management, Inc. to Envision Capital Management Ltdleft Oct 4, 2003, registered Mar 28, 2006 (906 days) · Other
- Garson Investments Inc to Premium Asset Management, Inc.left May 22, 2003, registered Jul 12, 2002 (-314 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address