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 Craigle

Wells Fargo AdvisorswirehouseCharlotte, Ncdual registrantIAPD 6529319

Feed of 09/14/2026

Also filed as Matthew Craigle

At current firm

1 y

since Sep 2, 2025

In the industry

11 y

since Jun 1, 2015 (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

Wells Fargo Advisors wirehouse current
since Sep 2, 2025 · Charlotte, Nc
Alloy Investment Management state registered
Feb 11, 2025 to Aug 19, 2025 · Charlotte, Nc
Confidence Wealth Management, Inc. independent RIA
Oct 29, 2024 to Feb 26, 2025 · Los Angeles, Ca
Nuveen Asset Management, LLC mixed wealth
Nov 27, 2020 to Aug 1, 2024 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Alloy Investment Management to Wells Fargo Advisors
left Aug 19, 2025, registered Sep 2, 2025 (14 days) · Other
Confidence Wealth Management, Inc. to Alloy Investment Management
left Feb 26, 2025, registered Feb 11, 2025 (-15 days) · RIA to a state-registered adviser
Nuveen Asset Management, LLC to Confidence Wealth Management, Inc.
left Aug 1, 2024, registered Oct 29, 2024 (89 days) · RIA to RIA

Signals

Matthew Craigle left Alloy Investment Management for Wells Fargo Advisors (registered 2025-09-02)
Aug 19, 2025 · Advisor changed firm · fact
Matthew Craigle left Confidence Wealth Management, Inc. for Alloy Investment Management (registered 2025-02-11)
Feb 26, 2025 · Advisor changed firm · fact
Matthew Craigle left Nuveen Asset Management, Llc for Confidence Wealth Management, Inc. (registered 2024-10-29)
Aug 1, 2024 · 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: Wirehousederived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address