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
Matt Francis Breunig
Feed of 09/15/2026
Also filed as Matt Breunig
At current firm
11 y
since Feb 5, 2015
In the industry
20 y
since Nov 9, 2005 (earliest exam, job or registration)
Prior registered firms
5
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
- Santander Securities BD affiliated currentsince Feb 5, 2015 · West Windsor, Nj
- Capital One Financial Advisors LLC unclassifiedAug 3, 2012 to Jan 23, 2015 · Melville, Ny
- LPL Financial LLC BD affiliatedMay 11, 2010 to Aug 1, 2012 · Staten Island, Ny
- Wells Fargo Advisors wirehouseMar 20, 2009 to Apr 27, 2010 · Oakhurst, Nj
- Pnc Wealth Management BD affiliatedFeb 1, 2007 to Mar 6, 2009 · Fair Haven, Nj
- Banc Of America Investment Services, Inc. unclassifiedNov 10, 2005 to Feb 5, 2007 · East Brunswick, Nj
Moves
a registration end followed by a registration begin elsewhere
- Capital One Financial Advisors LLC to Santander Securitiesleft Jan 23, 2015, registered Feb 5, 2015 (13 days) · Other
- LPL Financial LLC to Capital One Financial Advisors LLCleft Aug 1, 2012, registered Aug 3, 2012 (2 days) · Other
- Wells Fargo Advisors to LPL Financial LLCleft Apr 27, 2010, registered May 11, 2010 (14 days) · Other
- Pnc Wealth Management to Wells Fargo Advisorsleft Mar 6, 2009, registered Mar 20, 2009 (14 days) · Other
- Banc Of America Investment Services, Inc. to Pnc Wealth Managementleft Feb 5, 2007, registered Feb 1, 2007 (-4 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address