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 Thomas Bloom-Krull
Certified Financial Planner
Feed of 09/15/2026
Also filed as Matthew Thomas Bloom
At current firm
1 y
since Sep 12, 2025
In the industry
25 y
since Sep 19, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Lido independent RIA currentsince Sep 12, 2025 · Cottonwood Heights, Ut
- Olympus Wealth Management, LLC formerMar 2, 2015 to Sep 19, 2025 · Cottonwood Heights, Ut
- Cs Planning Corp independent RIAMay 28, 2013 to Feb 27, 2015 · Portland, Or
- J.P. Morgan Securities LLC wirehouseOct 1, 2008 to May 16, 2013 · Salt Lake City, Ut
- J.P. Morgan Securities Inc. unclassifiedMay 15, 2008 to Oct 1, 2008 · Salt Lake City, Ut
- Banc Of America Investment Services, Inc. unclassifiedAug 26, 2005 to Jun 2, 2006 · Charlottesville, Va
Moves
a registration end followed by a registration begin elsewhere
- Olympus Wealth Management, LLC to Lidoleft Sep 19, 2025, registered Sep 12, 2025 (-7 days) · RIA to RIA · moved with a team
- Cs Planning Corp to Olympus Wealth Management, LLCleft Feb 27, 2015, registered Mar 2, 2015 (3 days) · Other · moved with a team
- J.P. Morgan Securities LLC to Cs Planning Corpleft May 16, 2013, registered May 28, 2013 (12 days) · Other
- J.P. Morgan Securities Inc. to J.P. Morgan Securities LLCleft Oct 1, 2008, registered Oct 1, 2008 (0 days) · corporate re-registration, not a move
- Banc Of America Investment Services, Inc. to J.P. Morgan Securities Inc.left Jun 2, 2006, registered May 15, 2008 (713 days) · Other
Signals
- Matthew Thomas Bloom-Krull left Olympus Wealth Management, Llc for Lido (registered 2025-09-12)Sep 19, 2025 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address