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 Hand
Certified Financial Planner
Feed of 09/14/2026
Also filed as Matthew D Hand
At current firm
3 y
since Jul 31, 2023
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Bip Wealth, LLC independent RIA currentsince Jul 31, 2023 · Atlanta, Ga
- Bip Alliance, LLC formerJun 26, 2024 to Dec 8, 2025 · Columbus, Ga
- Captrust institutionalApr 26, 2021 to Mar 8, 2023 · Stockbridge, Ga
- Cetera Advisors LLC formerSep 30, 2020 to Jul 20, 2021 · Stockbridge, Ga
- Charles Schwab & Co., Inc. national BDOct 13, 2018 to Aug 20, 2020 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Bip Alliance, LLC to no registered destinationleft Dec 8, 2025 · Departure, no registered destination
- Captrust to Bip Wealth, LLCleft Mar 8, 2023, registered Jul 31, 2023 (145 days) · Other
- Cetera Advisors LLC to Captrustleft Jul 20, 2021, registered Apr 26, 2021 (-85 days) · Other
- Charles Schwab & Co., Inc. to Cetera Advisors LLCleft Aug 20, 2020, registered Sep 30, 2020 (41 days) · Affiliated broker-dealer or bank to another
Signals
- Matthew Hand no longer registered at Bip Alliance, Llc; no later IA registration on IAPDDec 8, 2025 · Advisor departure · fact
- Matthew Hand left Captrust for Bip Wealth, Llc (registered 2023-07-31)Mar 8, 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address