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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••••• S•••••• S••••••
- Professional profile
- saleminvestment.com/our-team/matthew-s-simmonsreportedsaleminvestment.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S•••• I••••••••• C••••••••• I•• independent RIA currentsince Nov 18, 2022 · Winston S••••, Nc
- T••••• A••••••• S•••••••• I••• BD affiliatedAug 27, 2021 to Nov 4, 2021 · Winston S••••, Nc
- B••• A•••• M••••••••• I••• unclassifiedJan 8, 2010 to Nov 11, 2010 · Winston-S••••, Nc
- C•••••••• G••••• M•••••• I••• BD affiliatedFeb 21, 2006 to Aug 14, 2008 · Winston-S••••, Nc
- L••• M•••• W••• W•••••• I••••••••• unclassifiedOct 28, 2004 to Feb 21, 2006 · Winston-S••••, Nc
- T••••• A••••••• S•••••••• I••• to S•••• I••••••••• C••••••••• I••left Nov 4, 2021, registered Nov 18, 2022 (379 days) · Affiliated broker-dealer or bank to independent RIA
- B••• A•••• M••••••••• I••• to T••••• A••••••• S•••••••• I•••left Nov 11, 2010, registered Aug 27, 2021 (3942 days) · Other
- C•••••••• G••••• M•••••• I••• to B••• A•••• M••••••••• I•••left Aug 14, 2008, registered Jan 8, 2010 (512 days) · Other
- L••• M•••• W••• W•••••• I••••••••• to C•••••••• G••••• M•••••• I•••left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address