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 M Jensen

US Capital Global Wealth Management, LLCstate registeredLake Forest, Ca IA-onlyIAPD 6015469

Feed of 09/14/2026

Also filed as Matthew M Jensen

At current firm

0 y

since Oct 15, 2025

In the industry

13 y

since Oct 26, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

US Capital Global Wealth Management, LLC state registered current
since Oct 15, 2025 · San Francisco, Ca
Cutler Investment Group independent RIA
Apr 17, 2024 to Jul 25, 2024 · Jacksonville, Or
Helium Advisors LLC independent RIA
Oct 5, 2022 to Jan 22, 2024 · Vancouver, Wa
Highline Wealth Partners independent RIA
Nov 17, 2021 to Jul 21, 2022 · Sherman Oaks, Ca
Hcr Wealth Advisors independent RIA
Sep 24, 2015 to Jan 7, 2020 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

Cutler Investment Group to US Capital Global Wealth Management, LLC
left Jul 25, 2024, registered Oct 15, 2025 (447 days) · RIA to a state-registered adviser
Helium Advisors LLC to Cutler Investment Group
left Jan 22, 2024, registered Apr 17, 2024 (86 days) · RIA to RIA
Highline Wealth Partners to Helium Advisors LLC
left Jul 21, 2022, registered Oct 5, 2022 (76 days) · RIA to RIA · moved with a team
Hcr Wealth Advisors to Highline Wealth Partners
left Jan 7, 2020, registered Nov 17, 2021 (680 days) · RIA to RIA

Signals

Matthew M Jensen left Cutler Investment Group for Us Capital Global Wealth Management, Llc (registered 2025-10-15)
Jul 25, 2024 · Advisor changed firm · fact
Matthew M Jensen left Helium Advisors Llc for Cutler Investment Group (registered 2024-04-17)
Jan 22, 2024 · Advisor changed firm · fact
Matthew M Jensen left Highline Wealth Partners for Helium Advisors Llc (registered 2022-10-05)
Jul 21, 2022 · 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: STATE REGISTEREDderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address