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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••••• T•••• B•••••••

L•• F•••••••• L••BD affiliatedAthens, Ga dual registrantIAPD 4297932

Feed of 09/15/2026

Also filed as Matt B•••••••

At current firm

1 y

since Mar 10, 2025

In the industry

19 y

since Jun 27, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Mar 10, 2025 · Athens, Ga
C•• A•••••••• L•• independent RIA
Dec 4, 2018 to Mar 21, 2025 · Athens, Ga
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Jan 22, 2014 to Oct 3, 2021 · Watkinsville, Ga
W•••• F•••• A••••••• wirehouse
Aug 24, 2010 to Jan 22, 2014 · Minneapolis, Mn
B••• I••••••••• S•••••••• I••• former
Jul 2, 2007 to Dec 31, 2008 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

C•• A•••••••• L•• to L•• F•••••••• L••
left Mar 21, 2025, registered Mar 10, 2025 (-11 days) · RIA to affiliated broker-dealer or bank
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C•• A•••••••• L••
left Oct 3, 2021, registered Dec 4, 2018 (-1034 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jan 22, 2014, registered Jan 22, 2014 (0 days) · Other
B••• I••••••••• S•••••••• I••• to W•••• F•••• A•••••••
left Dec 31, 2008, registered Aug 24, 2010 (601 days) · Other

Signals

M•••••• T•••• B••••••• left C•• A•••••••• L•• for L•• F•••••••• L•• (registered 2025-03-10)
Mar 21, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address