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Registered advisor
M•••••• A••• F•••
Certified Financial Planner
Feed of 09/15/2026
Also filed as Matthew Frey
At current firm
15 y
since Feb 10, 2011
In the industry
23 y
since Jan 3, 2003 (earliest exam, job or registration)
Prior registered firms
3
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•••• C••••••• A••••••• S•••••• BD affiliated currentsince Feb 10, 2011 · Palm Beach Gardens, Fl
- Q•• F•••••••• L•• unclassifiedJun 22, 2009 to Feb 11, 2011 · Louisville, Ky
- C•••• I••••••••• S••••••• C•••• formerJul 22, 2005 to May 27, 2009 · Louisville, Ky
- U•• F•••••••• S••••••• I••• wirehouseJan 5, 2004 to Jul 27, 2005 · Louisville, Ky
Moves
a registration end followed by a registration begin elsewhere
- Q•• F•••••••• L•• to M•••• C••••••• A••••••• S••••••left Feb 11, 2011, registered Feb 10, 2011 (-1 days) · Other
- C•••• I••••••••• S••••••• C•••• to Q•• F•••••••• L••left May 27, 2009, registered Jun 22, 2009 (26 days) · Other
- U•• F•••••••• S••••••• I••• to C•••• I••••••••• S••••••• C••••left Jul 27, 2005, registered Jul 22, 2005 (-5 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address