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
Michael Matzner
Feed of 09/14/2026
Also filed as Michael Blackiston Matzner
At current firm
0 y
since Jul 27, 2026
In the industry
14 y
since Feb 1, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Public Advisors LLC independent RIA currentsince Jul 27, 2026 · Anhorage, Ky
- Ally Invest Advisors independent RIAOct 7, 2021 to Aug 5, 2026 · Charlotte, Nc
- Advantage Investment Management independent RIAFeb 16, 2018 to Dec 4, 2019 · Louisville, Ky
Moves
a registration end followed by a registration begin elsewhere
- Ally Invest Advisors to Public Advisors LLCleft Aug 5, 2026, registered Jul 27, 2026 (-9 days) · RIA to RIA
- Advantage Investment Management to Ally Invest Advisorsleft Dec 4, 2019, registered Oct 7, 2021 (673 days) · RIA to RIA
Signals
- Michael Matzner left Ally Invest Advisors for Public Advisors Llc (registered 2026-07-27)Aug 5, 2026 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address