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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M••••••• S••••• B••••••

M••••• G••••• A••••••• I•••independent RIAMacon, Ga IA-onlyIAPD 6056831

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Matthews Barnett

At current firm

3 y

since Jul 31, 2023

In the industry

13 y

since Feb 21, 2013 (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

M••••• G••••• A••••••• I••• independent RIA current
since Jul 31, 2023 · Denver, Co
D•• • E••••• L•• former
Sep 20, 2022 to Jan 5, 2024 · Macon, Ga
W•••• W••••• M••••••••• I•• independent RIA
May 8, 2020 to Jul 19, 2022 · Marietta, Ga
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Apr 29, 2019 to Oct 29, 2019 · Atlanta, Ga
V•••• F•••••••• A•••••••• I••• BD affiliated
Mar 30, 2018 to Apr 4, 2019 · Atlanta, Ga
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 20, 2016 to Dec 20, 2017 · Atlanta, Ga
M•• I•••••••• S•••••••• L•• BD affiliated
Dec 18, 2013 to Jan 21, 2016 · Macon, Ga

Moves

a registration end followed by a registration begin elsewhere

D•• • E••••• L•• to M••••• G••••• A••••••• I•••
left Jan 5, 2024, registered Jul 31, 2023 (-158 days) · RIA to RIA · moved with a team
W•••• W••••• M••••••••• I•• to D•• • E••••• L••
left Jul 19, 2022, registered Sep 20, 2022 (63 days) · RIA to RIA
N••••••••• M••••• I••••••••• S••••••••• to W•••• W••••• M••••••••• I••
left Oct 29, 2019, registered May 8, 2020 (192 days) · Other
V•••• F•••••••• A•••••••• I••• to N••••••••• M••••• I••••••••• S•••••••••
left Apr 4, 2019, registered Apr 29, 2019 (25 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to V•••• F•••••••• A•••••••• I•••
left Dec 20, 2017, registered Mar 30, 2018 (100 days) · Wirehouse to affiliated broker-dealer or bank
M•• I•••••••• S•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jan 21, 2016, registered Sep 20, 2016 (243 days) · Other

Signals

M••••••• S••••• B•••••• left D•• • E••••• L•• for M••••• G••••• A••••••• I••• (registered 2023-07-31)
Jan 5, 2024 · Advisor changed firm · fact
M••••••• S••••• B•••••• left W•••• W••••• M••••••••• I•• for D•• • E••••• L•• (registered 2022-09-20)
Jul 19, 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address