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
Phillip Anthony Matheson
Feed of 09/14/2026
At current firm
3 y
since May 15, 2023
In the industry
28 y
since Sep 4, 1998 (earliest exam, job or registration)
Prior registered firms
7
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Accelerate Retirement independent RIA currentsince May 15, 2023 · Aliso Viejo, Ca
- Wealthspire Retirement Advisory institutionalDec 2, 2021 to Jul 31, 2023 · Aliso Viejo, Ca
- Onedigital institutionalDec 3, 2018 to Jan 6, 2022 · Irvine, Ca
- Independent Financial Partners BD affiliatedDec 5, 2016 to Dec 31, 2018 · Irvine, Ca
- Kestra Advisory Services, LLC BD affiliatedApr 20, 2016 to Dec 2, 2016 · Costa Mesa, Ca
- Nfp Advisor Services, LLC formerAug 14, 2014 to Sep 22, 2016 · Newport Beach, Ca
- Financial Telesis, Inc. formerMar 8, 2010 to Aug 12, 2014 · San Rafael, Ca
- Wells Fargo Advisors wirehouseOct 3, 2007 to Mar 3, 2010 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Retirement Advisory to Accelerate Retirementleft Jul 31, 2023, registered May 15, 2023 (-77 days) · Other · moved with a team
- Onedigital to Wealthspire Retirement Advisoryleft Jan 6, 2022, registered Dec 2, 2021 (-35 days) · Other · moved with a team
- Independent Financial Partners to Onedigitalleft Dec 31, 2018, registered Dec 3, 2018 (-28 days) · Other · moved with a team
- Kestra Advisory Services, LLC to Independent Financial Partnersleft Dec 2, 2016, registered Dec 5, 2016 (3 days) · Other
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 20, 2016 (-155 days) · corporate re-registration, not a move
- Financial Telesis, Inc. to Nfp Advisor Services, LLCleft Aug 12, 2014, registered Aug 14, 2014 (2 days) · Other
- Wells Fargo Advisors to Financial Telesis, Inc.left Mar 3, 2010, registered Mar 8, 2010 (5 days) · Other
Signals
- Phillip Anthony Matheson left Wealthspire Retirement Advisory for Accelerate Retirement (registered 2023-05-15)Jul 31, 2023 · Advisor changed firm · fact
- Phillip Anthony Matheson left Onedigital for Wealthspire Retirement Advisory (registered 2021-12-02)Jan 6, 2022 · 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address