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 Dawson

Eagle Strategies LLCBD affiliatedVienna, Vadual registrantIAPD 6970278

Feed of 09/14/2026

At current firm

0 y

since Mar 11, 2026

In the industry

10 y

since Jun 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, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Eagle Strategies LLC BD affiliated current
since Mar 11, 2026 · Vienna, Va
Eagle Strategies LLC BD affiliated
Feb 27, 2026 to Mar 5, 2026 · Vienna, Va
Edward Jones national BD
Apr 9, 2024 to Sep 29, 2025 · Myrtle Beach, Sc
Curran Financial Partners, LLC independent RIA
Mar 31, 2023 to Oct 31, 2023 · Myrtle Beach, Sc
Pruco Securities, LLC no RAUM
Dec 9, 2020 to Feb 2, 2023 · Camp Hill, Pa

Moves

a registration end followed by a registration begin elsewhere

Edward Jones to Eagle Strategies LLC
left Sep 29, 2025, registered Feb 27, 2026 (151 days) · Affiliated broker-dealer or bank to another
Curran Financial Partners, LLC to Edward Jones
left Oct 31, 2023, registered Apr 9, 2024 (161 days) · RIA to affiliated broker-dealer or bank
Pruco Securities, LLC to Curran Financial Partners, LLC
left Feb 2, 2023, registered Mar 31, 2023 (57 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Matthew Dawson left Edward Jones for Eagle Strategies Llc (registered 2026-02-27)
Sep 29, 2025 · Advisor changed firm · fact
Matthew Dawson left Curran Financial Partners, Llc for Edward Jones (registered 2024-04-09)
Oct 31, 2023 · Advisor changed firm · fact
Matthew Dawson left Pruco Securities, Llc for Curran Financial Partners, Llc (registered 2023-03-31)
Feb 2, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address