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 W Stolle

Wellth Advisory Services, LLCinstitutionalFishers, In dual registrantIAPD 2601202

Feed of 09/14/2026

Also filed as Matt Stolle

At current firm

2 y

since Jun 28, 2024

In the industry

30 y

since Aug 12, 1996 (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

Wellth Advisory Services, LLC institutional current
since Jun 28, 2024 · Fishers, In
Global Retirement Partners LLC institutional
Sep 20, 2023 to Jul 10, 2024 · Fishers, In
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 27, 2007 to Sep 22, 2023 · Indianapolis, In
Wells Fargo Advisors wirehouse
Jul 1, 2003 to Oct 4, 2007 · Indianapolis, In
Prudential Equity Group, LLC unclassified
Jan 21, 1999 to Jul 1, 2003 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Global Retirement Partners LLC to Wellth Advisory Services, LLC
left Jul 10, 2024, registered Jun 28, 2024 (-12 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Global Retirement Partners LLC
left Sep 22, 2023, registered Sep 20, 2023 (-2 days) · Other
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 4, 2007, registered Sep 27, 2007 (-7 days) · Wirehouse to wirehouse
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 W Stolle left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Global Retirement Partners Llc (registered 2023-09-20)
Sep 22, 2023 · 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: Institutional managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address