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Registered advisor
H••• C••••••
Feed of 09/14/2026
Also filed as H••• Matthew C••••••
At current firm
3 y
since Mar 3, 2023
In the industry
22 y
since Oct 8, 2003 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- W•••• F•••• A••••••• wirehouse currentsince Mar 3, 2023 · Lake Oswego, Or
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Mar 3, 2023 · Lake Oswego, Or
- W•••• F•••• I••••••••• L•• unclassifiedFeb 11, 2008 to Jan 3, 2011 · Aloha, Or
- P••••••• • C•••••• formerSep 7, 2005 to Jan 30, 2008 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Mar 3, 2023, registered Mar 3, 2023 (0 days) · channel change inside one enterprise, not a move · moved with a team
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- P••••••• • C•••••• to W•••• F•••• I••••••••• L••left Jan 30, 2008, registered Feb 11, 2008 (12 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
- Wirehousederived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address