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 Edward Gilchrist
Certified Financial Planner · Personal Financial Specialist
Feed of 09/15/2026
Also filed as Matthew E. Gilchrist
At current firm
0 y
since Nov 5, 2025
In the industry
17 y
since Oct 1, 2008 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Alphacore Capital LLC independent RIA currentsince Nov 5, 2025 · La Jolla, Ca
- Spc Financial Inc formerOct 28, 2010 to Nov 11, 2025 · Rockville, Md
- Wagener-Lee, LLC state registeredJan 25, 2010 to Jul 20, 2010
- Raymond James Financial Services Advisors, Inc BD affiliatedOct 15, 2009 to Oct 29, 2010 · Rockville, Md
Moves
a registration end followed by a registration begin elsewhere
- Spc Financial Inc to Alphacore Capital LLCleft Nov 11, 2025, registered Nov 5, 2025 (-6 days) · RIA to RIA · moved with a team
- Raymond James Financial Services Advisors, Inc to Wagener-Lee, LLCleft Oct 29, 2010, registered Jan 25, 2010 (-277 days) · Other
- Wagener-Lee, LLC to Spc Financial Incleft Jul 20, 2010, registered Oct 28, 2010 (100 days) · Other
Signals
- Matthew Edward Gilchrist left Spc Financial Inc for Alphacore Capital Llc (registered 2025-11-05)Nov 11, 2025 · 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