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 Robert Johnson
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
2 y
since Jan 24, 2024
In the industry
26 y
since Dec 7, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Corient independent RIA currentsince Jan 24, 2024 · Salt Lake City, Ut
- LPL Financial LLC BD affiliatedJun 7, 2017 to Jan 31, 2024 · Salt Lake City, Ut
- Zions Capital Advisors, Inc. institutionalJun 9, 2005 to Jun 7, 2017 · Salt Lake City, Ut
- Guardian Capital Management, LLC unclassifiedMar 9, 2004 to Dec 31, 2005 · Payson, Ut
- First Financial Advisors unclassifiedJan 27, 2004 to Mar 9, 2004 · Orem, Ut
- Charles Schwab & Co., Inc. national BDFeb 10, 2000 to Feb 26, 2003 · Provo, Ut
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Corientleft Jan 31, 2024, registered Jan 24, 2024 (-7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Zions Capital Advisors, Inc. to LPL Financial LLCleft Jun 7, 2017, registered Jun 7, 2017 (0 days) · Other
- Guardian Capital Management, LLC to Zions Capital Advisors, Inc.left Dec 31, 2005, registered Jun 9, 2005 (-205 days) · Other
- First Financial Advisors to Guardian Capital Management, LLCleft Mar 9, 2004, registered Mar 9, 2004 (0 days) · Other
- Charles Schwab & Co., Inc. to First Financial Advisorsleft Feb 26, 2003, registered Jan 27, 2004 (335 days) · Other
Signals
- Matthew Robert Johnson left Lpl Financial Llc for Corient (registered 2024-01-24)Jan 31, 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address