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

David E Mathias

Xcelsior Advisor Partners LLCindependent RIAScottsdale, Azdual registrantIAPD 5394836

Feed of 09/14/2026

Also filed as David Elliott Mathias

At current firm

0 y

since Apr 23, 2026

In the industry

17 y

since Sep 8, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Xcelsior Advisor Partners LLC independent RIA current
since Apr 23, 2026 · Scottsdale, Az
Robert W. Baird & Co. Incorporated mixed wealth
Apr 7, 2014 to Apr 28, 2026 · Scottsdale, Az
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 18, 2013 to Apr 1, 2014 · Chandler, Az
First Heartland Consultants, Inc. BD affiliated
Oct 25, 2012 to Sep 20, 2013 · Phoenix, Az
LPL Financial LLC BD affiliated
Sep 10, 2009 to Oct 18, 2010 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Robert W. Baird & Co. Incorporated to Xcelsior Advisor Partners LLC
left Apr 28, 2026, registered Apr 23, 2026 (-5 days) · RIA to RIA · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Robert W. Baird & Co. Incorporated
left Apr 1, 2014, registered Apr 7, 2014 (6 days) · Other
First Heartland Consultants, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Sep 20, 2013, registered Dec 18, 2013 (89 days) · Other
LPL Financial LLC to First Heartland Consultants, Inc.
left Oct 18, 2010, registered Oct 25, 2012 (738 days) · Other

Signals

David E Mathias left Robert W. Baird & Co. Incorporated for Xcelsior Advisor Partners Llc (registered 2026-04-23)
Apr 28, 2026 · 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address