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 Allen Duncan
Feed of 09/15/2026
At current firm
0 y
since Jun 3, 2026
In the industry
23 y
since Oct 29, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Donaldson Capital Management LLC independent RIA currentsince Jun 3, 2026 · Alpharetta, Ga
- Fisher Investments independent RIAFeb 15, 2022 to Apr 14, 2022 · Cumming, Ga
- Td Ameritrade Investment Management, LLC formerMar 5, 2012 to Mar 7, 2017 · Alpharetta, Ga
- Td Ameritrade, Inc. formerMar 5, 2012 to Oct 7, 2021 · Fort Worth, Tx
- E*Trade Advisory Services, Inc. unclassifiedOct 29, 2002 to Sep 22, 2003 · Rancho Cordova, Ca
Moves
a registration end followed by a registration begin elsewhere
- Fisher Investments to Donaldson Capital Management LLCleft Apr 14, 2022, registered Jun 3, 2026 (1511 days) · RIA to RIA
- Td Ameritrade, Inc. to Fisher Investmentsleft Oct 7, 2021, registered Feb 15, 2022 (131 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Mar 7, 2017, registered Mar 5, 2012 (-1828 days) · channel change inside one enterprise, not a move
- E*Trade Advisory Services, Inc. to Td Ameritrade Investment Management, LLCleft Sep 22, 2003, registered Mar 5, 2012 (3087 days) · Other
Signals
- Matthew Allen Duncan left Fisher Investments for Donaldson Capital Management Llc (registered 2026-06-03)Apr 14, 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address