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
Matthew Anthony Tully
Feed of 09/14/2026
At current firm
4 y
since Apr 14, 2022
In the industry
32 y
since Feb 28, 1994 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Larson Financial Group, LLC BD affiliated currentsince Apr 14, 2022 · Indianaapolis, In
- Midwest Wealth Management Inc. formerAug 3, 2020 to Jul 1, 2022 · Indianapolis, In
- Catalyst Capital Advisors LLC asset managerApr 21, 2016 to Dec 31, 2021 · Fishers, In
- Avantax Advisory Services formerNov 4, 2014 to Mar 6, 2015 · Fishers, In
- Clearbridge Investments, LLC mixed wealthNov 24, 2010 to Apr 11, 2014 · New York, Ny
- Manulife Investment Management (US) LLC asset managerJan 17, 2007 to Nov 29, 2010 · Boston, Ma
- John Hancock Investment Management LLC asset managerJan 12, 2007 to Nov 29, 2010 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Midwest Wealth Management Inc. to Larson Financial Group, LLCleft Jul 1, 2022, registered Apr 14, 2022 (-78 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Catalyst Capital Advisors LLC to Midwest Wealth Management Inc.left Dec 31, 2021, registered Aug 3, 2020 (-515 days) · Other
- Avantax Advisory Services to Catalyst Capital Advisors LLCleft Mar 6, 2015, registered Apr 21, 2016 (412 days) · Other
- Clearbridge Investments, LLC to Avantax Advisory Servicesleft Apr 11, 2014, registered Nov 4, 2014 (207 days) · Other
- John Hancock Investment Management LLC to Manulife Investment Management (US) LLCleft Nov 29, 2010, registered Jan 17, 2007 (-1412 days) · Other
- Manulife Investment Management (US) LLC to Clearbridge Investments, LLCleft Nov 29, 2010, registered Nov 24, 2010 (-5 days) · Other
Signals
- Matthew Anthony Tully left Midwest Wealth Management Inc. for Larson Financial Group, Llc (registered 2022-04-14)Jul 1, 2022 · Advisor changed firm · fact
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address