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 Stephen Weaver
Certified Financial Planner
Feed of 09/14/2026
Also filed as Matthew Stephen Weaver
At current firm
3 y
since Sep 1, 2023
In the industry
20 y
since Aug 11, 2006 (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
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Pruco Securities, LLC no RAUM currentsince Sep 1, 2023 · Cornelius, Nc
- LPL Financial LLC BD affiliatedMay 18, 2022 to Feb 15, 2023 · Waverly, Ia
- Cuna Brokerage Services, Inc. formerDec 18, 2019 to May 18, 2022 · Cornelius, Nc
- LPL Financial LLC BD affiliatedMar 18, 2014 to Dec 12, 2019 · Fort Mill, Sc
- Cuso Financial Services, L.P. formerJun 3, 2013 to Mar 4, 2014 · San Diego, Ca
- LPL Financial LLC BD affiliatedMar 20, 2013 to May 24, 2013 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Pruco Securities, LLCleft Feb 15, 2023, registered Sep 1, 2023 (198 days) · RIA to affiliated broker-dealer or bank
- Cuna Brokerage Services, Inc. to LPL Financial LLCleft May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
- LPL Financial LLC to Cuna Brokerage Services, Inc.left Dec 12, 2019, registered Dec 18, 2019 (6 days) · Affiliated broker-dealer or bank to another
- Cuso Financial Services, L.P. to LPL Financial LLCleft Mar 4, 2014, registered Mar 18, 2014 (14 days) · Other
- LPL Financial LLC to Cuso Financial Services, L.P.left May 24, 2013, registered Jun 3, 2013 (10 days) · Other
Signals
- Matthew Stephen Weaver left Lpl Financial Llc for Pruco Securities, Llc (registered 2023-09-01)Feb 15, 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
- No RAUM reportedderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address