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Registered advisor

M•••••• P•••••• M••••

A••••• A•• P••••••• S•••••••BD affiliatedFt Worth, Tx dual registrantIAPD 5997613

Feed of 09/15/2026

Also filed as Matt M••••

At current firm

0 y

since Feb 11, 2026

In the industry

14 y

since Nov 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••• A•• P••••••• S••••••• BD affiliated current
since Feb 11, 2026 · Ft Worth, Tx
C•••••• S••••• • C••• I••• national BD
Jun 22, 2017 to May 21, 2025 · Westlake, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Jun 26, 2014 to Jun 1, 2017 · Fort Worth, Tx
T• A••••••••• I••• former
Jun 26, 2014 to Jun 1, 2017 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to A••••• A•• P••••••• S•••••••
left May 21, 2025, registered Feb 11, 2026 (266 days) · Affiliated broker-dealer or bank to another
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Jun 1, 2017, registered Jun 26, 2014 (-1071 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••
left Jun 1, 2017, registered Jun 22, 2017 (21 days) · Other

Signals

M•••••• P•••••• M•••• left C•••••• S••••• • C••• I••• for A••••• A•• P••••••• S••••••• (registered 2026-02-11)
May 21, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address