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

F•••••• M•••••• M••••••

C••••••••• F•••••••• P••••••• S•••••••state registeredCherry Hill, Nj IA-onlyIAPD 4447909

Certified Financial Planner

Feed of 09/15/2026

Also filed as Matt M••••••

At current firm

1 y

since Jul 30, 2025

In the industry

24 y

since Oct 5, 2001 (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

C••••••••• F•••••••• P••••••• S••••••• state registered current
since Jul 30, 2025 · Cherry Hill, Nj
E••••• P••••••• S••••••• L•• unclassified
Dec 9, 2021 to Nov 27, 2023 · Cherry Hill, Nj
A••••••• P••••••••• A•••••••• I•• former
Nov 6, 2017 to Aug 4, 2020 · Holbrook, Ny
M•• I•••••••• S•••••••• L•• BD affiliated
Jun 13, 2012 to Mar 16, 2017 · Radnor, Pa
P••••••• C•••••• M••••••••• C•••• former
Aug 10, 2010 to Dec 14, 2010 · Paoli, Pa
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 19, 2008 to Feb 11, 2009 · Mount Laurel, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 15, 2004 to Jul 15, 2008 · Pennington, Nj

Moves

a registration end followed by a registration begin elsewhere

E••••• P••••••• S••••••• L•• to C••••••••• F•••••••• P••••••• S•••••••
left Nov 27, 2023, registered Jul 30, 2025 (611 days) · Other
A••••••• P••••••••• A•••••••• I•• to E••••• P••••••• S••••••• L••
left Aug 4, 2020, registered Dec 9, 2021 (492 days) · Other
M•• I•••••••• S•••••••• L•• to A••••••• P••••••••• A•••••••• I••
left Mar 16, 2017, registered Nov 6, 2017 (235 days) · Other
P••••••• C•••••• M••••••••• C•••• to M•• I•••••••• S•••••••• L••
left Dec 14, 2010, registered Jun 13, 2012 (547 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P••••••• C•••••• M••••••••• C••••
left Feb 11, 2009, registered Aug 10, 2010 (545 days) · Other

Signals

F•••••• M•••••• M•••••• left E••••• P••••••• S••••••• L•• for C••••••••• F•••••••• P••••••• S••••••• (registered 2025-07-30)
Nov 27, 2023 · 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: STATE REGISTEREDderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address