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 Michael Obert

Ima Advisory Services, Inc.mixed wealthDenver, Co IA-onlyIAPD 3168051

Chartered Financial Analyst

Feed of 09/14/2026

At current firm

0 y

since May 1, 2026

In the industry

26 y

since Aug 4, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ima Advisory Services, Inc. mixed wealth current
since May 1, 2026 · Denver, Co
Coordinated Financial Services, Inc. former
Jan 11, 2023 to May 1, 2026 · Denver, Co
LPL Financial LLC BD affiliated
Nov 8, 2017 to May 18, 2026 · Denver, Co
Charles Schwab & Co., Inc. national BD
May 15, 2015 to May 2, 2017 · Denver, Co
Schwab Wealth Advisory, Inc. no RAUM
Jan 3, 2012 to May 2, 2014 · Englewood, Co
Charles Schwab & Co., Inc. national BD
Mar 5, 2003 to Dec 31, 2011 · Englewood, Co

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Coordinated Financial Services, Inc.
left May 18, 2026, registered Jan 11, 2023 (-1223 days) · Affiliated broker-dealer or bank to independent RIA
Coordinated Financial Services, Inc. to Ima Advisory Services, Inc.
left May 1, 2026, registered May 1, 2026 (0 days) · RIA to RIA · moved with a team
Charles Schwab & Co., Inc. to LPL Financial LLC
left May 2, 2017, registered Nov 8, 2017 (190 days) · Other
Schwab Wealth Advisory, Inc. to Charles Schwab & Co., Inc.
left May 2, 2014, registered May 15, 2015 (378 days) · channel change inside one enterprise, not a move
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Dec 31, 2011, registered Jan 3, 2012 (3 days) · corporate re-registration, not a move

Signals

Matthew Michael Obert left Lpl Financial Llc for Coordinated Financial Services, Inc. (registered 2023-01-11)
May 18, 2026 · Advisor changed firm · fact
Matthew Michael Obert left Coordinated Financial Services, Inc. for Ima Advisory Services, Inc. (registered 2026-05-01)
May 1, 2026 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address