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 Earle Russell
Feed of 09/14/2026
At current firm
2 y
since Jun 14, 2024
In the industry
23 y
since Feb 3, 2003 (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
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Jun 14, 2024 · Scottsdale, Az
- Securities America Advisors, Inc. formerFeb 26, 2016 to Jun 14, 2024 · La Vista, Ne
- Cuso Financial Services, L.P. formerOct 5, 2015 to Feb 25, 2016 · Papillion, Ne
- Raymond James Financial Services Advisors, Inc BD affiliatedJun 24, 2015 to Oct 5, 2015 · Omaha, Ne
- First National Capital Markets, Inc. formerJan 2, 2014 to Jun 18, 2015 · Omaha, Ne
- Securities America Advisors, Inc. formerMay 12, 2003 to Jan 23, 2008 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- Cuso Financial Services, L.P. to Securities America Advisors, Inc.left Feb 25, 2016, registered Feb 26, 2016 (1 days) · Other
- Raymond James Financial Services Advisors, Inc to Cuso Financial Services, L.P.left Oct 5, 2015, registered Oct 5, 2015 (0 days) · Other
- First National Capital Markets, Inc. to Raymond James Financial Services Advisors, Incleft Jun 18, 2015, registered Jun 24, 2015 (6 days) · Other · moved with a team
- Securities America Advisors, Inc. to First National Capital Markets, Inc.left Jan 23, 2008, registered Jan 2, 2014 (2171 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address