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 Willie Anderson
Feed of 09/14/2026
At current firm
8 y
since Apr 17, 2018
In the industry
29 y
since Jul 2, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, 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
- Bright Road Wealth Management, LLC independent RIA currentsince Apr 17, 2018 · Anchorage, Ak
- Charles Schwab & Co., Inc. national BDNov 23, 2004 to Mar 14, 2011 · Anchorage, Ak
- RBC Capital Markets, LLC national BDNov 25, 2001 to Sep 12, 2002 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Charles Schwab & Co., Inc. to Bright Road Wealth Management, LLCleft Mar 14, 2011, registered Apr 17, 2018 (2591 days) · Affiliated broker-dealer or bank to independent RIA
- RBC Capital Markets, LLC to Charles Schwab & Co., Inc.left Sep 12, 2002, registered Nov 23, 2004 (803 days) · Affiliated broker-dealer or bank to another
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address