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
Gregory Anthony Matthews
Certified Financial Planner
Feed of 09/14/2026
Also filed as Greg Matthews
At current firm
1 y
since Oct 14, 2024
In the industry
31 y
since Aug 21, 1995 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Triumph Wealth Advisors, Inc. former currentsince Oct 14, 2024 · Carrolton, Tx
- Triumph Wealth Advisors, Inc. formerApr 15, 2020 to Jul 22, 2024 · Carrollton, Tx
- Triumph Wealth Advisors, Inc. formerJan 17, 2014 to Jun 20, 2019 · Acworth, Ga
- Madison Avenue Securities, LLC BD affiliatedJun 21, 2011 to Jun 13, 2013 · San Diego, Ca
- Next Financial Group, Inc. formerApr 7, 2006 to Apr 18, 2011 · Dallas, Tx
- Greenbook Investment Management, Inc. unclassifiedAug 11, 2005 to Mar 21, 2006 · Dallas, Tx
- Questar Asset Management, Inc. formerJun 23, 2005 to Apr 7, 2006 · Dallas, Tx
- Nfp Advisor Services, LLC formerApr 8, 1998 to May 26, 2004 · Dallas, Tx
- Matthews Financial Services unclassifiedApr 8, 1998 to Dec 31, 2004 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Madison Avenue Securities, LLC to Triumph Wealth Advisors, Inc.left Jun 13, 2013, registered Jan 17, 2014 (218 days) · Other
- Next Financial Group, Inc. to Madison Avenue Securities, LLCleft Apr 18, 2011, registered Jun 21, 2011 (64 days) · Other
- Questar Asset Management, Inc. to Greenbook Investment Management, Inc.left Apr 7, 2006, registered Aug 11, 2005 (-239 days) · Other
- Greenbook Investment Management, Inc. to Next Financial Group, Inc.left Mar 21, 2006, registered Apr 7, 2006 (17 days) · Other
- Matthews Financial Services to Questar Asset Management, Inc.left Dec 31, 2004, registered Jun 23, 2005 (174 days) · Other
- Nfp Advisor Services, LLC to Matthews Financial Servicesleft May 26, 2004, registered Apr 8, 1998 (-2240 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
- Former SEC-registered adviserderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address