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 D. Poole
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since Mar 21, 2023
In the industry
20 y
since Mar 7, 2006 (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
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Dark Horse Advisors LLC independent RIA currentsince Mar 21, 2023 · San Diego, Ca
- First Allied Advisory Services, Inc. formerJun 18, 2012 to Jul 28, 2016 · San Diego, Ca
- Centara Capital Management Group, Inc. formerMar 23, 2009 to Jun 19, 2012 · San Diego, Ca
- Equitable Advisors, LLC national BDMar 13, 2006 to Mar 25, 2009 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- First Allied Advisory Services, Inc. to Dark Horse Advisors LLCleft Jul 28, 2016, registered Mar 21, 2023 (2427 days) · Other
- Centara Capital Management Group, Inc. to First Allied Advisory Services, Inc.left Jun 19, 2012, registered Jun 18, 2012 (-1 days) · Other
- Equitable Advisors, LLC to Centara Capital Management Group, Inc.left Mar 25, 2009, registered Mar 23, 2009 (-2 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address