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
Matthew P Kondrath
Feed of 09/15/2026
Also filed as Matt Kondrath
At current firm
1 y
since Dec 10, 2024
In the industry
29 y
since May 23, 1997 (earliest exam, job or registration)
Prior registered firms
9
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Ausdal Financial Partners, Inc. independent RIA currentsince Dec 10, 2024 · Colorado Springs, Co
- Osaic Advisory Services, LLC BD affiliatedOct 12, 2024 to Dec 5, 2024 · Boca Raton, Fl
- Osaic Wealth, Inc. BD affiliatedOct 11, 2024 to Oct 11, 2024 · Scottsdale, Az
- American Portfolios Advisors, Inc formerOct 26, 2020 to Oct 11, 2024 · Boca Raton, Fl
- Edward Jones national BDAug 16, 2017 to Oct 21, 2020 · Boynton Beach, Fl
- Bny Mellon Securities Corporation otherJul 3, 2014 to Aug 9, 2017 · Atlantis, Fl
- Signator Investors, Inc. formerFeb 28, 2013 to Jul 8, 2014 · Atlantis, Fl
- Manulife Investment Management (US) LLC asset managerApr 15, 2005 to Jun 25, 2014 · Boston, Ma
- John Hancock Investment Management LLC asset managerApr 15, 2005 to Dec 31, 2010 · Boston, Ma
- Amundi Asset Management US, Inc. formerNov 10, 2004 to Mar 30, 2005 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Osaic Advisory Services, LLC to Ausdal Financial Partners, Inc.left Dec 5, 2024, registered Dec 10, 2024 (5 days) · Affiliated broker-dealer or bank to independent RIA
- Osaic Wealth, Inc. to Osaic Advisory Services, LLCleft Oct 11, 2024, registered Oct 12, 2024 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
- American Portfolios Advisors, Inc to Osaic Wealth, Inc.left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
- Edward Jones to American Portfolios Advisors, Incleft Oct 21, 2020, registered Oct 26, 2020 (5 days) · Affiliated broker-dealer or bank to independent RIA
- Bny Mellon Securities Corporation to Edward Jonesleft Aug 9, 2017, registered Aug 16, 2017 (7 days) · Other
- Signator Investors, Inc. to Bny Mellon Securities Corporationleft Jul 8, 2014, registered Jul 3, 2014 (-5 days) · Other
- Manulife Investment Management (US) LLC to Signator Investors, Inc.left Jun 25, 2014, registered Feb 28, 2013 (-482 days) · channel change inside one enterprise, not a move
- John Hancock Investment Management LLC to Manulife Investment Management (US) LLCleft Dec 31, 2010, registered Apr 15, 2005 (-2086 days) · corporate re-registration, not a move
- Amundi Asset Management US, Inc. to John Hancock Investment Management LLCleft Mar 30, 2005, registered Apr 15, 2005 (16 days) · Other
Signals
- Matthew P Kondrath left Osaic Advisory Services, Llc for Ausdal Financial Partners, Inc. (registered 2024-12-10)Dec 5, 2024 · Advisor changed firm · fact
- Matthew P Kondrath left Osaic Wealth, Inc. for Osaic Advisory Services, Llc (registered 2024-10-12)Oct 11, 2024 · 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address