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•••••• P••••••

L•• F•••••••• L••BD affiliatedZionsville, Indual registrantIAPD 6192461

Feed of 09/14/2026

Also filed as Matthew Antonio Postell

At current firm

2 y

since Jun 12, 2024

In the industry

17 y

since Aug 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Jun 12, 2024 · Zionsville, In
F••••••••• I••••••••• A••••••• L•• independent RIA
Oct 31, 2023 to Dec 7, 2023 · Phoenix, Az
P•••• S••••••••• L•• no RAUM
Aug 2, 2023 to Sep 25, 2023 · Indianapolis, In
H••••• B••••• S••••••••• L•• independent RIA
May 1, 2023 to May 17, 2023 · Brownsburg, In
F••••••• P••••••• A•• W•••••••• A••••••• former
Jun 25, 2020 to Nov 1, 2022 · Carmel, In
J••• M••••• S••••••••• L•• wirehouse
Jul 11, 2019 to Jun 5, 2020 · Indianapolis, In
T• A••••••••• I••• former
Nov 15, 2016 to Jun 17, 2019 · Indianapolis, In
T• A••••••••• I••••••••• M••••••••• L•• former
Nov 15, 2016 to Jun 17, 2019 · Indianapolis, In
P•• W••••• M••••••••• BD affiliated
Apr 1, 2015 to Oct 27, 2016 · Indianapolis, In
E••••• J•••• national BD
Jul 21, 2014 to Jan 15, 2015 · Maryland Heights, Mo

Moves

a registration end followed by a registration begin elsewhere

F••••••••• I••••••••• A••••••• L•• to L•• F•••••••• L••
left Dec 7, 2023, registered Jun 12, 2024 (188 days) · RIA to affiliated broker-dealer or bank
P•••• S••••••••• L•• to F••••••••• I••••••••• A••••••• L••
left Sep 25, 2023, registered Oct 31, 2023 (36 days) · Affiliated broker-dealer or bank to independent RIA
H••••• B••••• S••••••••• L•• to P•••• S••••••••• L••
left May 17, 2023, registered Aug 2, 2023 (77 days) · RIA to affiliated broker-dealer or bank
F••••••• P••••••• A•• W•••••••• A••••••• to H••••• B••••• S••••••••• L••
left Nov 1, 2022, registered May 1, 2023 (181 days) · Affiliated broker-dealer or bank to independent RIA
J••• M••••• S••••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jun 5, 2020, registered Jun 25, 2020 (20 days) · Wirehouse to affiliated broker-dealer or bank
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Jun 17, 2019, registered Nov 15, 2016 (-944 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Jun 17, 2019, registered Nov 15, 2016 (-944 days) · channel change inside one enterprise, not a move
P•• W••••• M••••••••• to T• A••••••••• I•••
left Oct 27, 2016, registered Nov 15, 2016 (19 days) · Other
E••••• J•••• to P•• W••••• M•••••••••
left Jan 15, 2015, registered Apr 1, 2015 (76 days) · Other

Signals

M•••••• P•••••• left F••••••••• I••••••••• A••••••• L•• for L•• F•••••••• L•• (registered 2024-06-12)
Dec 7, 2023 · Advisor changed firm · fact
M•••••• P•••••• left P•••• S••••••••• L•• for F••••••••• I••••••••• A••••••• L•• (registered 2023-10-31)
Sep 25, 2023 · Advisor changed firm · fact
M•••••• P•••••• left H••••• B••••• S••••••••• L•• for P•••• S••••••••• L•• (registered 2023-08-02)
May 17, 2023 · Advisor changed firm · fact
M•••••• P•••••• left F••••••• P••••••• A•• W•••••••• A••••••• for H••••• B••••• S••••••••• L•• (registered 2023-05-01)
Nov 1, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address