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•••••• B•••• W•••••••••

1• F••••••••formerBirmingham, Al IA-onlyIAPD 6840541

Feed of 09/15/2026

Also filed as Matt B W•••••••••

At current firm

1 y

since Jan 28, 2025

In the industry

10 y

since Sep 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

1• F•••••••• former current
since Jan 28, 2025 · Lufkin, Tx
1• F•••••••• former
Aug 14, 2024 to Dec 31, 2024 · Lufkin, Tx
W••••••••• A•••• M••••••••• L•• unclassified
Apr 15, 2024 to Aug 14, 2024 · Birmingham, Al
1• F•••••••• former
Jan 3, 2024 to Apr 13, 2024 · Birmingham, Al
W••••••••• A•••• M••••••••• L•• unclassified
Mar 2, 2018 to Jan 8, 2024 · Birmingham, Al

Moves

a registration end followed by a registration begin elsewhere

W••••••••• A•••• M••••••••• L•• to 1• F••••••••
left Aug 14, 2024, registered Aug 14, 2024 (0 days) · Other
1• F•••••••• to W••••••••• A•••• M••••••••• L••
left Apr 13, 2024, registered Apr 15, 2024 (2 days) · Other
W••••••••• A•••• M••••••••• L•• to 1• F••••••••
left Jan 8, 2024, registered Jan 3, 2024 (-5 days) · Other

Signals

M•••••• B•••• W••••••••• left W••••••••• A•••• M••••••••• L•• for 1• F•••••••• (registered 2024-08-14)
Aug 14, 2024 · Advisor changed firm · fact
M•••••• B•••• W••••••••• left 1• F•••••••• for W••••••••• A•••• M••••••••• L•• (registered 2024-04-15)
Apr 13, 2024 · Advisor changed firm · fact
M•••••• B•••• W••••••••• left W••••••••• A•••• M••••••••• L•• for 1• F•••••••• (registered 2024-01-03)
Jan 8, 2024 · 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: Former SEC-registered adviserderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address