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 W Canine
Feed of 09/14/2026
Also filed as Matthew W Canine
At current firm
7 y
since Jun 18, 2019
In the industry
21 y
since Jun 1, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Epg Wealth Management LLC independent RIA currentsince Jun 18, 2019 · Atlanta, Ga
- Acg Wealth Inc. formerMar 4, 2019 to Nov 20, 2020 · Atlanta, Ga
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 4, 2019 · Boston, Ma
- Strategic Advisers LLC national BDOct 25, 2007 to Jul 13, 2018 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Acg Wealth Inc. to Epg Wealth Management LLCleft Nov 20, 2020, registered Jun 18, 2019 (-521 days) · Other · moved with a team
- Fidelity Personal And Workplace Advisors to Acg Wealth Inc.left Mar 4, 2019, registered Mar 4, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address