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
William Matthew Leisman
Feed of 09/14/2026
Also filed as Matthew Leisman
At current firm
0 y
since Nov 24, 2025
In the industry
33 y
since Apr 2, 1993 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Landolt Securities, Inc. independent RIA currentsince Nov 24, 2025 · Kansas City, Mo
- Moloney Investment Advisory LLC formerMay 18, 2016 to Dec 31, 2016 · Kansas City, Mo
- Moloney Securities Asset Management LLC formerMay 18, 2016 to Dec 12, 2025 · Kansas City, Mo
- Moloney Securities Co., Inc. formerDec 6, 2013 to Apr 13, 2016 · Kansas City, Mo
- Money Concepts Advisory Service BD affiliatedMay 4, 2011 to Dec 5, 2013 · Palm Beach Gardens, Fl
- Trinity Capital Management, LLC state registeredMar 24, 2011 to May 10, 2011 · Overland Park, Ks
- Cambridge Investment Research Advisors, Inc. BD affiliatedApr 19, 2005 to Nov 12, 2010 · Mission, Ks
- Qa3 Financial LLC unclassifiedJun 22, 2004 to Apr 19, 2005 · Mission, Ks
Moves
a registration end followed by a registration begin elsewhere
- Moloney Securities Asset Management LLC to Landolt Securities, Inc.left Dec 12, 2025, registered Nov 24, 2025 (-18 days) · Affiliated broker-dealer or bank to independent RIA
- Moloney Investment Advisory LLC to Moloney Securities Asset Management LLCleft Dec 31, 2016, registered May 18, 2016 (-227 days) · channel change inside one enterprise, not a move · moved with a team
- Moloney Securities Co., Inc. to Moloney Investment Advisory LLCleft Apr 13, 2016, registered May 18, 2016 (35 days) · channel change inside one enterprise, not a move · moved with a team
- Money Concepts Advisory Service to Moloney Securities Co., Inc.left Dec 5, 2013, registered Dec 6, 2013 (1 days) · Other
- Trinity Capital Management, LLC to Money Concepts Advisory Serviceleft May 10, 2011, registered May 4, 2011 (-6 days) · Other
- Cambridge Investment Research Advisors, Inc. to Trinity Capital Management, LLCleft Nov 12, 2010, registered Mar 24, 2011 (132 days) · Other
- Qa3 Financial LLC to Cambridge Investment Research Advisors, Inc.left Apr 19, 2005, registered Apr 19, 2005 (0 days) · Other
Signals
- William Matthew Leisman left Moloney Securities Asset Management Llc for Landolt Securities, Inc. (registered 2025-11-24)Dec 12, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address