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
Robert G Matala
Raymond James Financial Services Advisors, IncBD affiliatedSt Petersburg, Fldual registrantIAPD 2881944
Feed of 09/14/2026
Also filed as Bob Matala
At current firm
6 y
since Jul 7, 2020
In the industry
20 y
since Jan 3, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Jul 7, 2020 · St Petersburg, Fl
- Symmetry Partners independent RIAMay 12, 2016 to Jan 31, 2020 · Glastonbury, Ct
- Envestnet Pmc independent RIANov 13, 2013 to Mar 31, 2015 · Berwyn, Pa
- Pgim Investments LLC asset managerApr 26, 2012 to Jul 15, 2013 · Saint Petersburg, Fl
- Russell Investments asset managerFeb 16, 2006 to Dec 23, 2010 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Symmetry Partners to Raymond James Financial Services Advisors, Incleft Jan 31, 2020, registered Jul 7, 2020 (158 days) · RIA to affiliated broker-dealer or bank
- Envestnet Pmc to Symmetry Partnersleft Mar 31, 2015, registered May 12, 2016 (408 days) · Other
- Pgim Investments LLC to Envestnet Pmcleft Jul 15, 2013, registered Nov 13, 2013 (121 days) · Other
- Russell Investments to Pgim Investments LLCleft Dec 23, 2010, registered Apr 26, 2012 (490 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address