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 Weber Pohlman
Feed of 09/14/2026
At current firm
5 y
since Mar 9, 2021
In the industry
17 y
since May 27, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Resurgent Advisors independent RIA currentsince Mar 9, 2021 · Chapel Hill, Nc
- East Franklin Capital, LLC unclassifiedOct 15, 2012 to Mar 9, 2021 · Chapel Hill, Nc
- Gfo Advisory Services, LLC asset managerOct 13, 2010 to Oct 10, 2012 · Greenwich, Ct
- Franklin Street Advisors Inc. bank affiliatedMay 28, 2009 to Sep 24, 2010 · Chapel Hill, Nc
Moves
a registration end followed by a registration begin elsewhere
- East Franklin Capital, LLC to Resurgent Advisorsleft Mar 9, 2021, registered Mar 9, 2021 (0 days) · Other
- Gfo Advisory Services, LLC to East Franklin Capital, LLCleft Oct 10, 2012, registered Oct 15, 2012 (5 days) · Other
- Franklin Street Advisors Inc. to Gfo Advisory Services, LLCleft Sep 24, 2010, registered Oct 13, 2010 (19 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address