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.

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.

Registered advisor

M•••••• D•••• B•••••••

R••••••••• C•••••• M•••••••••BD affiliatedLos Angeles, Ca dual registrantIAPD 4872242

Feed of 09/15/2026

Also filed as Matt Belfanti

At current firm

1 y

since Apr 17, 2025

In the industry

16 y

since Jul 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••••••••• C•••••• M••••••••• BD affiliated current
since Apr 17, 2025 · Los Angeles, Ca
R••••••••• C•••••• M••••••••• BD affiliated current
since Apr 17, 2025 · Newport Beach, Ca
O•••• I••••••••• I••• BD affiliated
Sep 8, 2022 to Apr 21, 2025 · Newport Beach, Ca
C•••••• L•• independent RIA
May 20, 2019 to Aug 3, 2022 · Irvine, Ca
A••••••••• L•• former
Sep 14, 2016 to May 7, 2019 · Newport Beach, Ca
B••••• P••••• A•••••••• L•• independent RIA
Jul 26, 2012 to Sep 15, 2016 · Newport Beach, Ca
M••••• S•••••• wirehouse
Jul 6, 2010 to Jun 14, 2012 · Irvine, Ca

Moves

a registration end followed by a registration begin elsewhere

O•••• I••••••••• I••• to R••••••••• C•••••• M•••••••••
left Apr 21, 2025, registered Apr 17, 2025 (-4 days) · Affiliated broker-dealer or bank to another
C•••••• L•• to O•••• I••••••••• I•••
left Aug 3, 2022, registered Sep 8, 2022 (36 days) · RIA to affiliated broker-dealer or bank
A••••••••• L•• to C•••••• L••
left May 7, 2019, registered May 20, 2019 (13 days) · RIA to RIA
B••••• P••••• A•••••••• L•• to A••••••••• L••
left Sep 15, 2016, registered Sep 14, 2016 (-1 days) · Other · moved with a team
M••••• S•••••• to B••••• P••••• A•••••••• L••
left Jun 14, 2012, registered Jul 26, 2012 (42 days) · Other

Signals

M•••••• D•••• B••••••• left O•••• I••••••••• I••• for R••••••••• C•••••• M••••••••• (registered 2025-04-17)
Apr 21, 2025 · Advisor changed firm · fact
M•••••• D•••• B••••••• left C•••••• L•• for O•••• I••••••••• I••• (registered 2022-09-08)
Aug 3, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address