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 Patrick Brennan
Certified Financial Planner
Feed of 09/14/2026
Also filed as Matt Brennan
At current firm
2 y
since Dec 4, 2023
In the industry
23 y
since Aug 11, 2003 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Covenant Wealth Advisors independent RIA currentsince Dec 4, 2023 · Reston, Va
- Acorn Financial Advisory Services, Inc. independent RIAMar 5, 2014 to Dec 21, 2023 · Reston, Va
- Independent Financial Group, LLC BD affiliatedAug 17, 2010 to Sep 22, 2010 · Hays, Ks
- Dominion Wealth Management, Inc. formerSep 25, 2008 to Feb 26, 2014 · Reston, Va
- Spire Wealth Management, LLC BD affiliatedJan 26, 2004 to Sep 12, 2005 · Mclean, Va
- Ameriprise Financial Services, LLC national BDAug 12, 2003 to Dec 9, 2003 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Acorn Financial Advisory Services, Inc. to Covenant Wealth Advisorsleft Dec 21, 2023, registered Dec 4, 2023 (-17 days) · RIA to RIA · moved with a team
- Dominion Wealth Management, Inc. to Independent Financial Group, LLCleft Feb 26, 2014, registered Aug 17, 2010 (-1289 days) · Other
- Independent Financial Group, LLC to Acorn Financial Advisory Services, Inc.left Sep 22, 2010, registered Mar 5, 2014 (1260 days) · Other
- Spire Wealth Management, LLC to Dominion Wealth Management, Inc.left Sep 12, 2005, registered Sep 25, 2008 (1109 days) · Other
- Ameriprise Financial Services, LLC to Spire Wealth Management, LLCleft Dec 9, 2003, registered Jan 26, 2004 (48 days) · Other
Signals
- Matthew Patrick Brennan left Acorn Financial Advisory Services, Inc. for Covenant Wealth Advisors (registered 2023-12-04)Dec 21, 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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address