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•••••

I•• F••••••••• L••state registeredOmaha, NeIA-onlyIAPD 6540931

Feed of 09/14/2026

Also filed as Matthew John Samson

At current firm

2 y

since Jun 28, 2024

In the industry

24 y

since Apr 1, 2002 (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

I•• F••••••••• L•• state registered current
since Jun 28, 2024 · Omaha, Ne
I•• G•••• W••••• M••••••••• L•• former
Jun 30, 2023 to Jun 27, 2024 · Omaha, Ne
P•••••••• S••••••••• I••• BD affiliated
Jun 11, 2020 to Jun 29, 2023 · Elkhorn, Ne
M••••• S•••••• wirehouse
Oct 23, 2015 to Jun 8, 2020 · Omaha, Ne

Moves

a registration end followed by a registration begin elsewhere

I•• G•••• W••••• M••••••••• L•• to I•• F••••••••• L••
left Jun 27, 2024, registered Jun 28, 2024 (1 days) · RIA to a state-registered adviser
P•••••••• S••••••••• I••• to I•• G•••• W••••• M••••••••• L••
left Jun 29, 2023, registered Jun 30, 2023 (1 days) · Affiliated broker-dealer or bank to independent RIA
M••••• S•••••• to P•••••••• S••••••••• I•••
left Jun 8, 2020, registered Jun 11, 2020 (3 days) · Wirehouse to affiliated broker-dealer or bank

Signals

M•••••• S••••• left I•• G•••• W••••• M••••••••• L•• for I•• F••••••••• L•• (registered 2024-06-28)
Jun 27, 2024 · Advisor changed firm · fact
M•••••• S••••• left P•••••••• S••••••••• I••• for I•• G•••• W••••• M••••••••• L•• (registered 2023-06-30)
Jun 29, 2023 · 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: STATE REGISTEREDderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address