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 Jason Szabad

Noble Family Wealthindependent RIAClearwater, FlIA-onlyIAPD 5198376

Certified Financial Planner

Feed of 09/14/2026

Also filed as Matthew Szabad

At current firm

4 y

since Aug 30, 2022

In the industry

19 y

since Oct 17, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Noble Family Wealth independent RIA current
since Aug 30, 2022 · Clearwater, Fl
Raymond James & Associates, Inc. national BD
Dec 20, 2018 to Sep 20, 2022 · St. Petersburg, Fl
Usaa Investment Services Company no RAUM
Jan 8, 2018 to Dec 17, 2018 · San Antonio, Tx
Usaa Financial Planning Services former
Jul 15, 2016 to Jan 8, 2018 · Tampa, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 11, 2014 to Jun 13, 2016 · Hanover, Md
Cuso Financial Services, L.P. former
Dec 9, 2013 to Oct 31, 2014 · San Diego, Ca
H. Beck, Inc. former
Feb 1, 2012 to Dec 31, 2013 · Lutherville, Md
Msi Financial Services, Inc. former
May 12, 2008 to Mar 30, 2010 · Elkridge, Md

Moves

a registration end followed by a registration begin elsewhere

Raymond James & Associates, Inc. to Noble Family Wealth
left Sep 20, 2022, registered Aug 30, 2022 (-21 days) · Affiliated broker-dealer or bank to independent RIA
Usaa Investment Services Company to Raymond James & Associates, Inc.
left Dec 17, 2018, registered Dec 20, 2018 (3 days) · Affiliated broker-dealer or bank to another
Usaa Financial Planning Services to Usaa Investment Services Company
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Usaa Financial Planning Services
left Jun 13, 2016, registered Jul 15, 2016 (32 days) · Other
Cuso Financial Services, L.P. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 31, 2014, registered Dec 11, 2014 (41 days) · Other
H. Beck, Inc. to Cuso Financial Services, L.P.
left Dec 31, 2013, registered Dec 9, 2013 (-22 days) · Other
Msi Financial Services, Inc. to H. Beck, Inc.
left Mar 30, 2010, registered Feb 1, 2012 (673 days) · Other

Signals

Matthew Jason Szabad left Raymond James & Associates, Inc. for Noble Family Wealth (registered 2022-08-30)
Sep 20, 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address