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 Howard Fuller

Wealth Enhancement Advisory Services, LLCBD affiliatedDallas, Tx dual registrantIAPD 2221854

Feed of 09/15/2026

Also filed as Matt Fuller

At current firm

1 y

since Feb 6, 2025

In the industry

34 y

since May 21, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Enhancement Advisory Services, LLC BD affiliated current
since Feb 6, 2025 · Dallas, Tx
Xo Wealth Management former
Jan 18, 2025 to Feb 14, 2025 · Dallas, Tx
Xo Wealth Management former
Apr 20, 2016 to Dec 31, 2024 · Dallas, Tx
Mcelhenny Sheffield Capital Management, LLC independent RIA
Feb 6, 2015 to Feb 29, 2016 · Dallas, Tx
Mcelhenny Sheffield Capital Management, LLC independent RIA
Nov 4, 2013 to Dec 31, 2014 · Dallas, Tx
Raymond James Financial Services Advisors, Inc BD affiliated
Jul 31, 2009 to Oct 7, 2013 · Plano, Tx
Raymond James & Associates, Inc. national BD
Dec 6, 2005 to Jul 27, 2009 · Dallas, Tx
Wells Fargo Advisors wirehouse
Jul 1, 2003 to Nov 18, 2005 · Plano,, Tx
Prudential Equity Group, LLC unclassified
Aug 21, 2000 to Jul 1, 2003 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

Xo Wealth Management to Wealth Enhancement Advisory Services, LLC
left Feb 14, 2025, registered Feb 6, 2025 (-8 days) · RIA to affiliated broker-dealer or bank · moved with a team
Mcelhenny Sheffield Capital Management, LLC to Xo Wealth Management
left Feb 29, 2016, registered Apr 20, 2016 (51 days) · Other
Raymond James Financial Services Advisors, Inc to Mcelhenny Sheffield Capital Management, LLC
left Oct 7, 2013, registered Nov 4, 2013 (28 days) · Other
Raymond James & Associates, Inc. to Raymond James Financial Services Advisors, Inc
left Jul 27, 2009, registered Jul 31, 2009 (4 days) · Other
Wells Fargo Advisors to Raymond James & Associates, Inc.
left Nov 18, 2005, registered Dec 6, 2005 (18 days) · Wirehouse to affiliated broker-dealer or bank
Prudential Equity Group, LLC to Wells Fargo Advisors
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

Matthew Howard Fuller left Xo Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2025-02-06)
Feb 14, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address