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•••••• W•••••• G••••••

P••••••••• S••••••••• C•••••••••independent RIACarpinteria, Ca dual registrantIAPD 2715238

Feed of 09/15/2026

Also filed as Matt William Guyette

At current firm

5 y

since Apr 27, 2021

In the industry

30 y

since Mar 8, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P••••••••• S••••••••• C••••••••• independent RIA current
since Apr 27, 2021 · Carpinteria, Ca
E••••• J•••• national BD
Oct 15, 2018 to Apr 28, 2021 · Salem, Or
J••• M••••• S••••••••• L•• wirehouse
Oct 1, 2012 to Oct 12, 2018 · Beaverton, Or
C•••• I••••••••• S••••••• C•••• former
Jan 5, 2010 to Oct 1, 2012 · Portland, Or
E•••••••• A•••••••• L•• national BD
Jul 11, 2006 to Dec 23, 2009 · Portland, Or

Moves

a registration end followed by a registration begin elsewhere

E••••• J•••• to P••••••••• S••••••••• C•••••••••
left Apr 28, 2021, registered Apr 27, 2021 (-1 days) · Affiliated broker-dealer or bank to independent RIA
J••• M••••• S••••••••• L•• to E••••• J••••
left Oct 12, 2018, registered Oct 15, 2018 (3 days) · Wirehouse to affiliated broker-dealer or bank
C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
E•••••••• A•••••••• L•• to C•••• I••••••••• S••••••• C••••
left Dec 23, 2009, registered Jan 5, 2010 (13 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: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address