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Registered advisor
M•••••• J••••• C•••••••
Feed of 09/14/2026
Also filed as Matt C•••••••
At current firm
2 y
since Apr 2, 2024
In the industry
19 y
since Oct 5, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- E•••••••• A•••••••• L•• national BD currentsince Apr 2, 2024 · Jacksonville, Fl
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedDec 16, 2020 to Apr 3, 2024 · Jacksonville, Fl
- P•••• S••••••••• L•• no RAUMJun 15, 2011 to Jul 16, 2020 · Jacksonville, Fl
- M•• F•••••••• S•••••••• I••• formerMar 29, 2007 to May 5, 2011 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- T••••••••• F•••••••• A•••••••• L•• to E•••••••• A•••••••• L••left Apr 3, 2024, registered Apr 2, 2024 (-1 days) · Affiliated broker-dealer or bank to another
- P•••• S••••••••• L•• to T••••••••• F•••••••• A•••••••• L••left Jul 16, 2020, registered Dec 16, 2020 (153 days) · Affiliated broker-dealer or bank to another
- M•• F•••••••• S•••••••• I••• to P•••• S••••••••• L••left May 5, 2011, registered Jun 15, 2011 (41 days) · Other
Signals
- M•••••• J••••• C••••••• left T••••••••• F•••••••• A•••••••• L•• for E•••••••• A•••••••• L•• (registered 2024-04-02)Apr 3, 2024 · 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
- National broker-dealer RIAderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address