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 Lawrence Agius
Feed of 09/15/2026
Also filed as Matthew L Agius
At current firm
2 y
since Jun 14, 2024
In the industry
22 y
since Dec 17, 2003 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Jun 14, 2024 · Los Gatos, Ca
- Securities America Advisors, Inc. formerJan 16, 2018 to Jun 14, 2024 · Los Gatos, Ca
- Cue Financial Group, Inc. formerMay 31, 2013 to Dec 31, 2017 · Scottsdale, Az
- LPL Financial LLC BD affiliatedMay 7, 2009 to Jul 6, 2011 · Burlingame, Ca
- Chase Investment Services Corp. formerMay 2, 2009 to May 7, 2009 · Santa Clara, Ca
- Wamu Investments, Inc. unclassifiedApr 8, 2008 to May 2, 2009 · Santa Clara, Ca
- Wells Fargo Investments, LLC unclassifiedJul 26, 2007 to Apr 7, 2008 · Livermore, Ca
- Citigroup Global Markets Inc. BD affiliatedJun 13, 2007 to Aug 4, 2007 · San Mateo, Ca
Moves
a registration end followed by a registration begin elsewhere
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- Cue Financial Group, Inc. to Securities America Advisors, Inc.left Dec 31, 2017, registered Jan 16, 2018 (16 days) · Other · moved with a team
- LPL Financial LLC to Cue Financial Group, Inc.left Jul 6, 2011, registered May 31, 2013 (695 days) · Other
- Chase Investment Services Corp. to LPL Financial LLCleft May 7, 2009, registered May 7, 2009 (0 days) · Other
- Wamu Investments, Inc. to Chase Investment Services Corp.left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
- Wells Fargo Investments, LLC to Wamu Investments, Inc.left Apr 7, 2008, registered Apr 8, 2008 (1 days) · Other
- Citigroup Global Markets Inc. to Wells Fargo Investments, LLCleft Aug 4, 2007, registered Jul 26, 2007 (-9 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address