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 Vernard Cooley
Certified Financial Planner
Feed of 09/14/2026
Also filed as Matt Cooley
At current firm
6 y
since Sep 19, 2019
In the industry
11 y
since Jun 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- Inspire Wealth Partners state registered currentsince Sep 19, 2019 · Boise, Id
- Aspen Capital Management, LLC independent RIAAug 24, 2017 to Jul 21, 2019 · Boise, Id
- Threadline Wealth independent RIADec 11, 2015 to Sep 6, 2017 · Santa Rosa, Ca
Moves
a registration end followed by a registration begin elsewhere
- Aspen Capital Management, LLC to Inspire Wealth Partnersleft Jul 21, 2019, registered Sep 19, 2019 (60 days) · RIA to a state-registered adviser
- Threadline Wealth to Aspen Capital Management, LLCleft Sep 6, 2017, registered Aug 24, 2017 (-13 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
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address