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 Taylor Adams
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Matthew Adams
At current firm
1 y
since Sep 5, 2025
In the industry
27 y
since Apr 16, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Sep 5, 2025 · Eugene, Or
- Avantax Advisory Services formerOct 25, 2019 to Sep 5, 2025 · Eugene, Or
- 1st Global Advisors Inc formerMay 16, 2012 to Oct 25, 2019 · Eugene, Or
- USA Wealth Management LLC formerJul 17, 2006 to May 22, 2009 · Grand Rapids, Mi
- Tower Square Securities, Inc. formerFeb 23, 2005 to Dec 31, 2005 · San Diego, Ca
- Capital Resource Management, Inc. unclassifiedFeb 26, 2004 to Feb 17, 2005 · Escondido, Ca
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Cetera Investment Advisers LLCleft Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
- 1st Global Advisors Inc to Avantax Advisory Servicesleft Oct 25, 2019, registered Oct 25, 2019 (0 days) · corporate re-registration, not a move
- USA Wealth Management LLC to 1st Global Advisors Incleft May 22, 2009, registered May 16, 2012 (1090 days) · Other
- Tower Square Securities, Inc. to USA Wealth Management LLCleft Dec 31, 2005, registered Jul 17, 2006 (198 days) · Other
- Capital Resource Management, Inc. to Tower Square Securities, Inc.left Feb 17, 2005, registered Feb 23, 2005 (6 days) · Other
Signals
No dated event on this person.
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address