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

Eric David Mattinson

Twin City Private Wealth, LLCindependent RIAWinston-Salem, NcIA-onlyIAPD 5418710

Feed of 09/14/2026

Also filed as Eric Mattinson

At current firm

5 y

since Aug 20, 2021

In the industry

18 y

since Oct 31, 2007 (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

Twin City Private Wealth, LLC independent RIA current
since Aug 20, 2021 · Winston-Salem, Nc
Semmax Financial Advisors, Inc. independent RIA
Jan 15, 2013 to Sep 17, 2021 · Winston-Salem, Nc
Suntrust Investment Services, Inc. former
Jan 27, 2011 to Aug 3, 2012 · Winston-Salem, Nc
Wells Fargo Advisors wirehouse
Feb 12, 2008 to Oct 26, 2010 · Greensboro, Nc

Moves

a registration end followed by a registration begin elsewhere

Semmax Financial Advisors, Inc. to Twin City Private Wealth, LLC
left Sep 17, 2021, registered Aug 20, 2021 (-28 days) · RIA to a newly registered adviser · moved with a team
Suntrust Investment Services, Inc. to Semmax Financial Advisors, Inc.
left Aug 3, 2012, registered Jan 15, 2013 (165 days) · Other
Wells Fargo Advisors to Suntrust Investment Services, Inc.
left Oct 26, 2010, registered Jan 27, 2011 (93 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address