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
Mathew Corey Whitehead
Feed of 09/15/2026
Also filed as Corey Whitehead
At current firm
11 y
since Apr 15, 2015
In the industry
20 y
since May 1, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
7
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Global Retirement Partners LLC institutional currentsince Apr 15, 2015 · San Rafael, Ca
- Independent Financial Partners BD affiliatedNov 29, 2010 to May 19, 2015 · Denver, Co
- Nrp Advisors, Inc. unclassifiedJun 20, 2008 to Dec 1, 2010 · Denver, Co
- Nrp Financial, Inc. unclassifiedAug 28, 2007 to Oct 22, 2008 · Bryan, Oh
- Moreton Asset Management, LLC formerFeb 21, 2007 to Jan 9, 2008 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to Global Retirement Partners LLCleft May 19, 2015, registered Apr 15, 2015 (-34 days) · Other
- Nrp Advisors, Inc. to Independent Financial Partnersleft Dec 1, 2010, registered Nov 29, 2010 (-2 days) · corporate re-registration, not a move
- Nrp Financial, Inc. to Nrp Advisors, Inc.left Oct 22, 2008, registered Jun 20, 2008 (-124 days) · corporate re-registration, not a move
- Moreton Asset Management, LLC to Nrp Financial, Inc.left Jan 9, 2008, registered Aug 28, 2007 (-134 days) · Other
Signals
No dated event on this person.
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
- Institutional managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address