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 Aaron Clark
Certified Financial Planner
Feed of 09/15/2026
Also filed as Matthew Clark
At current firm
5 y
since Feb 22, 2021
In the industry
14 y
since Apr 12, 2012 (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, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Capital Investment Advisors, LLC independent RIA currentsince Feb 22, 2021 · Dallas, Tx
- Howard Capital Management, LLC independent RIAJul 10, 2018 to Oct 8, 2020 · Alpharetta, Ga
- Lindner Capital Advisors, Inc. formerFeb 8, 2017 to Apr 17, 2018 · Atlanta, Ga
- MML Investors Services, LLC BD affiliatedFeb 9, 2016 to Feb 7, 2017 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Howard Capital Management, LLC to Capital Investment Advisors, LLCleft Oct 8, 2020, registered Feb 22, 2021 (137 days) · RIA to RIA
- Lindner Capital Advisors, Inc. to Howard Capital Management, LLCleft Apr 17, 2018, registered Jul 10, 2018 (84 days) · RIA to RIA
- MML Investors Services, LLC to Lindner Capital Advisors, Inc.left Feb 7, 2017, registered Feb 8, 2017 (1 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address