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 Lee Lovett
Feed of 09/14/2026
Also filed as Matt Lovett
At current firm
12 y
since Nov 12, 2013
In the industry
28 y
since Aug 5, 1998 (earliest exam, job or registration)
Prior registered firms
6
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
- Brookstone Capital Management LLC independent RIA currentsince Nov 12, 2013 · Wheaton, Il
- Heritage Capital Management Inc formerJul 25, 2013 to Dec 17, 2015 · Schaumburg, Il
- Jhs Capital Advisors, LLC formerSep 25, 2012 to May 17, 2013 · Tampa, Fl
- Peregrine Diversified Investment Services Corp. formerJul 9, 2012 to Jul 12, 2012 · Chicago, Il
- World Equity Group, Inc. BD affiliatedMay 3, 2010 to Jun 28, 2012 · Schaumburg, Il
- Brewer Investment Advisors LLC unclassifiedNov 9, 2009 to Apr 29, 2010 · Chicago, Il
- Bb&T Investment Services, Inc. formerJun 25, 2002 to Jul 11, 2002 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Heritage Capital Management Inc to Brookstone Capital Management LLCleft Dec 17, 2015, registered Nov 12, 2013 (-765 days) · Other
- Jhs Capital Advisors, LLC to Heritage Capital Management Incleft May 17, 2013, registered Jul 25, 2013 (69 days) · Other
- Peregrine Diversified Investment Services Corp. to Jhs Capital Advisors, LLCleft Jul 12, 2012, registered Sep 25, 2012 (75 days) · Other
- World Equity Group, Inc. to Peregrine Diversified Investment Services Corp.left Jun 28, 2012, registered Jul 9, 2012 (11 days) · Other
- Brewer Investment Advisors LLC to World Equity Group, Inc.left Apr 29, 2010, registered May 3, 2010 (4 days) · Other
- Bb&T Investment Services, Inc. to Brewer Investment Advisors LLCleft Jul 11, 2002, registered Nov 9, 2009 (2678 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address