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 Thomas Crawford
Feed of 09/14/2026
Also filed as Matt Crawford
At current firm
0 y
since Aug 28, 2026
In the industry
12 y
since Mar 22, 2014 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Aug 28, 2026 · Bellingham, Wa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 23, 2020 to Aug 28, 2026 · Bellingham, Wa
- Td Ameritrade Investment Management, LLC formerMar 12, 2019 to Nov 25, 2020 · Bellingham, Wa
- Td Ameritrade, Inc. formerMar 12, 2019 to Nov 25, 2020 · Belingham, Wa
- Waddell & Reed formerNov 2, 2015 to Sep 8, 2017 · Seattle, Wa
- Cetera Advisors LLC formerApr 10, 2014 to Oct 27, 2015 · Everson, Wa
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLCleft Aug 28, 2026, registered Aug 28, 2026 (0 days) · Wirehouse to affiliated broker-dealer or bank
- Td Ameritrade Investment Management, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 25, 2020, registered Nov 23, 2020 (-2 days) · RIA to wirehouse
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Nov 25, 2020, registered Mar 12, 2019 (-624 days) · channel change inside one enterprise, not a move
- Waddell & Reed to Td Ameritrade, Inc.left Sep 8, 2017, registered Mar 12, 2019 (550 days) · Other
- Cetera Advisors LLC to Waddell & Reedleft Oct 27, 2015, registered Nov 2, 2015 (6 days) · Other
Signals
- Matthew Thomas Crawford left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Lpl Financial Llc (registered 2026-08-28)Aug 28, 2026 · 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address