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 Marcus Brunson
Feed of 09/14/2026
At current firm
8 y
since Aug 11, 2018
In the industry
20 y
since Oct 3, 2005 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
25
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Fbl Wealth Management, LLC BD affiliated currentsince Aug 11, 2018 · West Des Moines, Ia
- Fbl Investment Management Services, Inc. formerDec 10, 2014 to Aug 10, 2018 · West Des Moines, Ia
- Principal Securities, Inc. BD affiliatedOct 4, 2012 to Sep 19, 2014 · Hiawatha, Ia
Moves
a registration end followed by a registration begin elsewhere
- Fbl Investment Management Services, Inc. to Fbl Wealth Management, LLCleft Aug 10, 2018, registered Aug 11, 2018 (1 days) · corporate re-registration, not a move
- Principal Securities, Inc. to Fbl Investment Management Services, Inc.left Sep 19, 2014, registered Dec 10, 2014 (82 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