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 Allen Veenker
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Matt Veenker
At current firm
2 y
since Nov 13, 2023
In the industry
33 y
since Mar 9, 1993 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Nov 13, 2023 · Boulder, Co
- First National Advisers, LLC mixed wealthJan 5, 2023 to Nov 10, 2023 · Omaha, Ne
- Raymond James Financial Services Advisors, Inc BD affiliatedJun 17, 2015 to Sep 12, 2022 · Boulder, Co
- First National Capital Markets, Inc. formerMar 10, 2014 to Jun 18, 2015 · Boulder, Co
- MML Investors Services, LLC BD affiliatedJan 4, 2012 to Feb 26, 2013 · Denver, Co
- Lara, May & Associates, LLC formerMar 2, 2011 to Nov 10, 2011 · Breckenridge, Co
- J.P. Morgan Securities LLC wirehouseOct 1, 2008 to Oct 6, 2010 · Denver, Co
- J.P. Morgan Securities Inc. unclassifiedDec 11, 2007 to Oct 1, 2008 · Denver, Co
- J.P. Morgan Asset Management unclassifiedMay 26, 2000 to Jan 11, 2005 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- First National Advisers, LLC to Raymond James Financial Services Advisors, Incleft Nov 10, 2023, registered Nov 13, 2023 (3 days) · Other
- Raymond James Financial Services Advisors, Inc to First National Advisers, LLCleft Sep 12, 2022, registered Jan 5, 2023 (115 days) · Affiliated broker-dealer or bank to independent RIA
- First National Capital Markets, Inc. to Raymond James Financial Services Advisors, Incleft Jun 18, 2015, registered Jun 17, 2015 (-1 days) · Other · moved with a team
- MML Investors Services, LLC to First National Capital Markets, Inc.left Feb 26, 2013, registered Mar 10, 2014 (377 days) · Other
- Lara, May & Associates, LLC to MML Investors Services, LLCleft Nov 10, 2011, registered Jan 4, 2012 (55 days) · Other
- J.P. Morgan Securities LLC to Lara, May & Associates, LLCleft Oct 6, 2010, registered Mar 2, 2011 (147 days) · Other
- J.P. Morgan Securities Inc. to J.P. Morgan Securities LLCleft Oct 1, 2008, registered Oct 1, 2008 (0 days) · corporate re-registration, not a move
- J.P. Morgan Asset Management to J.P. Morgan Securities Inc.left Jan 11, 2005, registered Dec 11, 2007 (1064 days) · Other
Signals
- Matthew Allen Veenker left First National Advisers, Llc for Raymond James Financial Services Advisors, Inc (registered 2023-11-13)Nov 10, 2023 · Advisor changed firm · fact
- Matthew Allen Veenker left Raymond James Financial Services Advisors, Inc for First National Advisers, Llc (registered 2023-01-05)Sep 12, 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address