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 Raymond Hisey
Feed of 09/14/2026
At current firm
0 y
since Jul 9, 2026
In the industry
22 y
since Jun 22, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Foundations Investment Advisors LLC independent RIA currentsince Jul 9, 2026 · Brunswick, Oh
- Virtue Capital Management, LLC independent RIAJan 5, 2015 to Jun 22, 2026 · Brunswick, Oh
- Next Financial Group, Inc. formerOct 24, 2007 to Dec 31, 2014 · Brunswick, Oh
- LPL Financial LLC BD affiliatedNov 14, 2006 to Sep 24, 2007 · Middleburg Hts, Oh
- Next Financial Group, Inc. formerJul 26, 2005 to Dec 8, 2006 · Strongsville, Oh
- Thrivent Investment Management Inc. BD affiliatedJul 14, 2004 to Jul 18, 2005 · Medina, Oh
Moves
a registration end followed by a registration begin elsewhere
- Virtue Capital Management, LLC to Foundations Investment Advisors LLCleft Jun 22, 2026, registered Jul 9, 2026 (17 days) · RIA to RIA
- Next Financial Group, Inc. to Virtue Capital Management, LLCleft Dec 31, 2014, registered Jan 5, 2015 (5 days) · Other
- LPL Financial LLC to Next Financial Group, Inc.left Sep 24, 2007, registered Oct 24, 2007 (30 days) · Other
- Next Financial Group, Inc. to LPL Financial LLCleft Dec 8, 2006, registered Nov 14, 2006 (-24 days) · Other
- Thrivent Investment Management Inc. to Next Financial Group, Inc.left Jul 18, 2005, registered Jul 26, 2005 (8 days) · Other
Signals
- Matthew Raymond Hisey left Virtue Capital Management, Llc for Foundations Investment Advisors Llc (registered 2026-07-09)Jun 22, 2026 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address