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 John Fox
Feed of 09/15/2026
At current firm
0 y
since Sep 23, 2025
In the industry
18 y
since Jan 28, 2008 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Integrity Alliance, LLC BD affiliated currentsince Sep 23, 2025 · Johnstown, Pa
- Cetera Investment Advisers LLC BD affiliatedSep 5, 2025 to Sep 24, 2025 · Johnstown, Pa
- Avantax Advisory Services formerJan 5, 2022 to Sep 5, 2025 · Johnstown, Pa
- Cetera Advisor Networks LLC formerOct 9, 2019 to Jan 7, 2022 · Johnstown, Pa
- LPL Financial LLC BD affiliatedJun 6, 2017 to Oct 30, 2019 · Johnstown, Pa
- Gladstone Wealth Partners BD affiliatedFeb 15, 2017 to Nov 7, 2019 · Johnstown, Pa
- Cetera Investment Advisers LLC BD affiliatedFeb 11, 2014 to Feb 14, 2017 · Johnstown, Pa
- LPL Financial LLC BD affiliatedSep 29, 2011 to Feb 12, 2014 · Johnstown, Pa
- Citizens Securities, Inc. BD affiliatedFeb 8, 2011 to Sep 27, 2011 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Integrity Alliance, LLCleft Sep 24, 2025, registered Sep 23, 2025 (-1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Avantax Advisory Services to Cetera Investment Advisers LLCleft Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
- Cetera Advisor Networks LLC to Avantax Advisory Servicesleft Jan 7, 2022, registered Jan 5, 2022 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
- Gladstone Wealth Partners to LPL Financial LLCleft Nov 7, 2019, registered Jun 6, 2017 (-884 days) · Other · moved with a team
- LPL Financial LLC to Cetera Advisor Networks LLCleft Oct 30, 2019, registered Oct 9, 2019 (-21 days) · Affiliated broker-dealer or bank to another
- Cetera Investment Advisers LLC to Gladstone Wealth Partnersleft Feb 14, 2017, registered Feb 15, 2017 (1 days) · Other
- LPL Financial LLC to Cetera Investment Advisers LLCleft Feb 12, 2014, registered Feb 11, 2014 (-1 days) · Other
- Citizens Securities, Inc. to LPL Financial LLCleft Sep 27, 2011, registered Sep 29, 2011 (2 days) · Other
Signals
- Matthew John Fox left Cetera Investment Advisers Llc for Integrity Alliance, Llc (registered 2025-09-23)Sep 24, 2025 · Advisor changed firm · fact
- Matthew John Fox left Cetera Advisor Networks Llc for Avantax Advisory Services (registered 2022-01-05)Jan 7, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address