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•••••• T••••• G•••

C••••••••• W••••• M•••••••••independent RIABellevue, WaIA-onlyIAPD 6212838

Certified Financial Planner

Feed of 09/14/2026

Also filed as Matt T G•••

At current firm

0 y

since Jun 1, 2026

In the industry

13 y

since Jul 20, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• W••••• M••••••••• independent RIA current
since Jun 1, 2026 · Bellevue, Wa
N•••••••• no RAUM
Jan 30, 2026 to May 12, 2026 · San Diego, Ca
P••• F•••••••• A•••••••• L•• independent RIA
Mar 6, 2023 to Oct 8, 2025 · Mercer Island, Wa
O••••• I••••••••• A••••••• L•• independent RIA
Feb 1, 2022 to Oct 5, 2022 · Sarasota, Fl
A••••••• W••••• G•••• unclassified
Sep 30, 2021 to Dec 31, 2022 · Denver, Co
P••••••• C•••••• A••••••• C••••••••• former
Nov 28, 2018 to Aug 24, 2021 · Denver, Co
J••••••• W••••• M••••••••• former
May 28, 2016 to Nov 15, 2018 · Denver, Co
J•• F••••• O••••• independent RIA
Jul 23, 2013 to Nov 20, 2014 · Lakewood, Co

Moves

a registration end followed by a registration begin elsewhere

N•••••••• to C••••••••• W••••• M•••••••••
left May 12, 2026, registered Jun 1, 2026 (20 days) · Other
P••• F•••••••• A•••••••• L•• to N••••••••
left Oct 8, 2025, registered Jan 30, 2026 (114 days) · Other
A••••••• W••••• G•••• to O••••• I••••••••• A••••••• L••
left Dec 31, 2022, registered Feb 1, 2022 (-333 days) · Other
O••••• I••••••••• A••••••• L•• to P••• F•••••••• A•••••••• L••
left Oct 5, 2022, registered Mar 6, 2023 (152 days) · RIA to RIA
P••••••• C•••••• A••••••• C••••••••• to A••••••• W••••• G••••
left Aug 24, 2021, registered Sep 30, 2021 (37 days) · Other
J••••••• W••••• M••••••••• to P••••••• C•••••• A••••••• C•••••••••
left Nov 15, 2018, registered Nov 28, 2018 (13 days) · RIA to RIA
J•• F••••• O••••• to J••••••• W••••• M•••••••••
left Nov 20, 2014, registered May 28, 2016 (555 days) · Other

Signals

M•••••• T••••• G••• left Nectarine for C••••••••• W••••• M••••••••• (registered 2026-06-01)
May 12, 2026 · Advisor changed firm · fact
M•••••• T••••• G••• left P••• F•••••••• A•••••••• L•• for Nectarine (registered 2026-01-30)
Oct 8, 2025 · Advisor changed firm · fact
M•••••• T••••• G••• left A••••••• W••••• G•••• for O••••• I••••••••• A••••••• L•• (registered 2022-02-01)
Dec 31, 2022 · Advisor changed firm · fact
M•••••• T••••• G••• left O••••• I••••••••• A••••••• L•• for P••• F•••••••• A•••••••• L•• (registered 2023-03-06)
Oct 5, 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