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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••••• P••••• B•••••

M••••••••• R•••••••••BD affiliatedCheney, Wa IA-onlyIAPD 2609067

Feed of 09/14/2026

Also filed as Matt B•••••

At current firm

3 y

since Aug 25, 2023

In the industry

31 y

since Jul 12, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••••••• R••••••••• BD affiliated current
since Aug 25, 2023 · Washington, Dc
F•••••• independent RIA
Jul 18, 2022 to Aug 21, 2023 · Lake Oswego, Or
M• P•••••••• G••••• L•• independent RIA
Sep 30, 2019 to Nov 1, 2022 · Tigard, Or
F••••• I••••••••• independent RIA
May 24, 2007 to May 13, 2019 · Camas, Wa
C•••••• S••••• • C••• I••• national BD
Jan 19, 2000 to Jul 11, 2002 · Long Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

F•••••• to M••••••••• R•••••••••
left Aug 21, 2023, registered Aug 25, 2023 (4 days) · Other
M• P•••••••• G••••• L•• to F••••••
left Nov 1, 2022, registered Jul 18, 2022 (-106 days) · RIA to RIA
F••••• I••••••••• to M• P•••••••• G••••• L••
left May 13, 2019, registered Sep 30, 2019 (140 days) · RIA to RIA
C•••••• S••••• • C••• I••• to F••••• I•••••••••
left Jul 11, 2002, registered May 24, 2007 (1778 days) · Other

Signals

M•••••• P••••• B••••• left Farther for M••••••••• R••••••••• (registered 2023-08-25)
Aug 21, 2023 · Advisor changed firm · fact
M•••••• P••••• B••••• left M• P•••••••• G••••• L•• for Farther (registered 2022-07-18)
Nov 1, 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: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address