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 Kyle Boudreaux
Certified Financial Planner
Feed of 09/15/2026
Also filed as Matt Kyle Boudreaux
At current firm
1 y
since Sep 5, 2025
In the industry
11 y
since Jun 5, 2015 (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
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Sep 5, 2025 · Morgan City, La
- Avantax Advisory Services formerOct 25, 2019 to Sep 5, 2025 · Lafayette, La
- 1st Global Advisors Inc formerJun 13, 2017 to Oct 25, 2019 · Lafayette, La
- Hancock Whitney Investment Services Inc. independent RIAOct 18, 2016 to May 10, 2017 · Lafayette, La
- Osaic Institutions, Inc. BD affiliatedJul 1, 2016 to Oct 3, 2016 · Baton Rouge, La
- Essex National Securities, Inc. formerAug 19, 2015 to Jul 1, 2016 · Baton Rouge, La
Moves
a registration end followed by a registration begin elsewhere
- Avantax Advisory Services to Cetera Investment Advisers LLCleft Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
- 1st Global Advisors Inc to Avantax Advisory Servicesleft Oct 25, 2019, registered Oct 25, 2019 (0 days) · corporate re-registration, not a move
- Hancock Whitney Investment Services Inc. to 1st Global Advisors Incleft May 10, 2017, registered Jun 13, 2017 (34 days) · Other
- Osaic Institutions, Inc. to Hancock Whitney Investment Services Inc.left Oct 3, 2016, registered Oct 18, 2016 (15 days) · Other
- Essex National Securities, Inc. to Osaic Institutions, Inc.left Jul 1, 2016, registered Jul 1, 2016 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address