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 Joseph Black

Cooper Mcmanusindependent RIAOverland Park, Ks dual registrantIAPD 6963588

Certified Financial Planner

Feed of 09/15/2026

At current firm

2 y

since May 2, 2024

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Cooper Mcmanus independent RIA current
since May 2, 2024 · Overland Park, Ks
Arbor Point Advisors former
Feb 16, 2024 to May 1, 2024 · Overland Park, Ks
Ae Wealth Management, LLC BD affiliated
Sep 1, 2022 to Feb 2, 2024 · Overland Park, Ks
Charles Schwab & Co., Inc. national BD
May 10, 2019 to Jul 22, 2022 · Leawood, Ks

Moves

a registration end followed by a registration begin elsewhere

Arbor Point Advisors to Cooper Mcmanus
left May 1, 2024, registered May 2, 2024 (1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Ae Wealth Management, LLC to Arbor Point Advisors
left Feb 2, 2024, registered Feb 16, 2024 (14 days) · Affiliated broker-dealer or bank to another
Charles Schwab & Co., Inc. to Ae Wealth Management, LLC
left Jul 22, 2022, registered Sep 1, 2022 (41 days) · Affiliated broker-dealer or bank to another

Signals

Matthew Joseph Black left Arbor Point Advisors for Cooper Mcmanus (registered 2024-05-02)
May 1, 2024 · Advisor changed firm · fact
Matthew Joseph Black left Ae Wealth Management, Llc for Arbor Point Advisors (registered 2024-02-16)
Feb 2, 2024 · Advisor changed firm · fact
Matthew Joseph Black left Charles Schwab & Co., Inc. for Ae Wealth Management, Llc (registered 2022-09-01)
Jul 22, 2022 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address