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 William Foushee

Credit Union Investment Servicesstate registeredRaleigh, Ncdual registrantIAPD 6560472

Feed of 09/14/2026

Also filed as Matthew William Foushee

At current firm

1 y

since Aug 27, 2025

In the industry

11 y

since Sep 1, 2015 (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

Credit Union Investment Services state registered current
since Aug 27, 2025 · Raleigh, Nc
Cambridge Investment Research Advisors, Inc. BD affiliated
Feb 10, 2025 to Aug 7, 2025 · Charlotte, Nc
Osaic Wealth, Inc. BD affiliated
Nov 3, 2023 to Feb 12, 2025 · Raleigh, Nc
Fsc Securities Corporation former
Aug 9, 2016 to Nov 3, 2023 · Raleigh, Nc

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Credit Union Investment Services
left Aug 7, 2025, registered Aug 27, 2025 (20 days) · Affiliated broker-dealer or bank to a state-registered adviser
Osaic Wealth, Inc. to Cambridge Investment Research Advisors, Inc.
left Feb 12, 2025, registered Feb 10, 2025 (-2 days) · Affiliated broker-dealer or bank to another
Fsc Securities Corporation to Osaic Wealth, Inc.
left Nov 3, 2023, registered Nov 3, 2023 (0 days) · corporate re-registration, not a move

Signals

Matthew William Foushee left Cambridge Investment Research Advisors, Inc. for Credit Union Investment Services (registered 2025-08-27)
Aug 7, 2025 · Advisor changed firm · fact
Matthew William Foushee left Osaic Wealth, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-02-10)
Feb 12, 2025 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address