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 D Hoffner
Certified Financial Planner
Feed of 09/14/2026
Also filed as Matt Hoffner
At current firm
6 y
since Sep 27, 2019
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Abound Wealth Management, LLC independent RIA currentsince Sep 27, 2019 · Franklin, Tn
- Monarch Advisory Group unclassifiedAug 24, 2017 to Dec 1, 2017 · Franklin, Tn
- Western Wealth Management LLC independent RIAJun 22, 2016 to Jul 19, 2017 · Franklin, Tn
- Western Wealth Management LLC formerSep 30, 2014 to Jun 22, 2016 · Franklin, Tn
- Monarch Advisory Group unclassifiedMar 28, 2014 to Mar 26, 2015 · Franklin, Tn
- LPL Financial LLC BD affiliatedAug 30, 2013 to Dec 11, 2017 · Franklin, Tn
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Monarch Advisory Groupleft Dec 11, 2017, registered Mar 28, 2014 (-1354 days) · Other
- Monarch Advisory Group to Abound Wealth Management, LLCleft Dec 1, 2017, registered Sep 27, 2019 (665 days) · Other
- Western Wealth Management LLC to Monarch Advisory Groupleft Jul 19, 2017, registered Aug 24, 2017 (36 days) · Other · moved with a team
- Western Wealth Management LLC to Western Wealth Management LLCleft Jun 22, 2016, registered Jun 22, 2016 (0 days) · corporate re-registration, not a move
- Monarch Advisory Group to Western Wealth Management LLCleft Mar 26, 2015, registered Sep 30, 2014 (-177 days) · Other · moved with a team
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address