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 Akers

Pnc Wealth ManagementBD affiliatedNoblesville, Indual registrantIAPD 5614982

Feed of 09/14/2026

Also filed as Matthew R Akers

At current firm

0 y

since Mar 4, 2026

In the industry

17 y

since Feb 27, 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

Pnc Wealth Management BD affiliated current
since Mar 4, 2026 · Noblesville, In
Schwab Wealth Advisory, Inc. no RAUM
Jun 28, 2021 to Jan 28, 2026 · Indianapolis, In
Cuna Brokerage Services, Inc. former
May 19, 2020 to Apr 29, 2021 · Gurnee, Il
LPL Financial LLC BD affiliated
May 16, 2018 to May 7, 2020 · Bloomfield, In
Cuna Brokerage Services, Inc. former
Jan 5, 2015 to May 10, 2018 · Bloomington, In
Pnc Wealth Management BD affiliated
Jun 28, 2011 to Dec 16, 2014 · Indianapolis, In
Edward Jones national BD
Mar 2, 2009 to Jan 14, 2011 · Fishers, In

Moves

a registration end followed by a registration begin elsewhere

Schwab Wealth Advisory, Inc. to Pnc Wealth Management
left Jan 28, 2026, registered Mar 4, 2026 (35 days) · Other
Cuna Brokerage Services, Inc. to Schwab Wealth Advisory, Inc.
left Apr 29, 2021, registered Jun 28, 2021 (60 days) · Other
LPL Financial LLC to Cuna Brokerage Services, Inc.
left May 7, 2020, registered May 19, 2020 (12 days) · Affiliated broker-dealer or bank to another
Cuna Brokerage Services, Inc. to LPL Financial LLC
left May 10, 2018, registered May 16, 2018 (6 days) · RIA to RIA
Pnc Wealth Management to Cuna Brokerage Services, Inc.
left Dec 16, 2014, registered Jan 5, 2015 (20 days) · Other
Edward Jones to Pnc Wealth Management
left Jan 14, 2011, registered Jun 28, 2011 (165 days) · Other

Signals

Matthew Akers left Schwab Wealth Advisory, Inc. for Pnc Wealth Management (registered 2026-03-04)
Jan 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address