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 Dwayne Rakerd
Feed of 09/15/2026
Also filed as Matthew Dwayne Rakero
At current firm
2 y
since Aug 28, 2024
In the industry
31 y
since Sep 27, 1994 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Independent Financial Partners BD affiliated currentsince Aug 28, 2024 · York, Pa
- Realta Investment Advisors, Inc BD affiliatedJan 26, 2011 to Aug 29, 2024 · Wilmington, De
- Securities America Advisors, Inc. formerMar 5, 2008 to Dec 23, 2009 · Timonium, Md
- First Horizon Advisors, Inc formerMay 19, 2003 to Feb 29, 2008 · Timonium, Md
- First Horizon Advisors, Inc formerJan 2, 2003 to May 19, 2003 · Baltimore, Md
- Mercantile Brokerage Services, Inc. unclassifiedMay 21, 1999 to Aug 19, 2002 · Baltimore, Md
Moves
a registration end followed by a registration begin elsewhere
- Realta Investment Advisors, Inc to Independent Financial Partnersleft Aug 29, 2024, registered Aug 28, 2024 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Securities America Advisors, Inc. to Realta Investment Advisors, Incleft Dec 23, 2009, registered Jan 26, 2011 (399 days) · Other
- First Horizon Advisors, Inc to Securities America Advisors, Inc.left Feb 29, 2008, registered Mar 5, 2008 (5 days) · Other
- Mercantile Brokerage Services, Inc. to First Horizon Advisors, Incleft Aug 19, 2002, registered Jan 2, 2003 (136 days) · Other
Signals
- Matthew Dwayne Rakerd left Realta Investment Advisors, Inc for Independent Financial Partners (registered 2024-08-28)Aug 29, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address