DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
A••• M• G••••••••
Feed of 09/15/2026
Also filed as A••• Matthew G••••••••
At current firm
6 y
since Feb 20, 2020
In the industry
30 y
since Jul 30, 1996 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Feb 20, 2020 · Winter Park, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedSep 20, 2013 to Feb 20, 2020 · Lake Mary, Fl
- P•••••• W••••• M••••••••• A• H••••••• unclassifiedMay 3, 2013 to Dec 11, 2013 · Lake Mary, Fl
- L•• F•••••••• L•• BD affiliatedDec 22, 2010 to Sep 26, 2013 · Lake Mary, Fl
- A••••••••• F•••••••• S•••••••• L•• national BDJul 30, 1996 to Dec 20, 2010 · H•••••••, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to A••••••••• F•••••••• S•••••••• L••left Feb 20, 2020, registered Feb 20, 2020 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- P•••••• W••••• M••••••••• A• H••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Dec 11, 2013, registered Sep 20, 2013 (-82 days) · Other
- L•• F•••••••• L•• to P•••••• W••••• M••••••••• A• H•••••••left Sep 26, 2013, registered May 3, 2013 (-146 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Dec 20, 2010, registered Dec 22, 2010 (2 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
- National broker-dealer RIAderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address