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•••••• J• P•••

A••••••• F•••••••• S••••••••• L••mixed wealthDayton, OhIA-onlyIAPD 7013025

Certified Financial Planner

Feed of 09/14/2026

Also filed as M•••••• P•••

At current firm

3 y

since May 1, 2023

In the industry

9 y

since Oct 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

Professional profile

what the firm itself publishes, with the page it was read from

Business email: matt@andersonfinancialstrategies.comreportedandersonfinancialstrategies.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/matthew-peck-cfpreportedandersonfinancialstrategies.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

A••••••• F•••••••• S••••••••• L•• mixed wealth current
since May 1, 2023 · Dayton, Oh
C••••••• P•••••••• I••• independent RIA
Apr 13, 2022 to Feb 16, 2023 · Beavercreek, Oh
C••••••• A•••••••• L•• former
Apr 23, 2021 to Apr 26, 2022 · Beavercreek, Oh
W••••••••• P•••••••• L•• independent RIA
Sep 1, 2020 to Jun 15, 2021 · Beavercreek, Oh
C••••••• I••••••••• C•••••• independent RIA
Dec 13, 2018 to Sep 25, 2019 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

C••••••• P•••••••• I••• to A••••••• F•••••••• S••••••••• L••
left Feb 16, 2023, registered May 1, 2023 (74 days) · RIA to RIA
C••••••• A•••••••• L•• to C••••••• P•••••••• I•••
left Apr 26, 2022, registered Apr 13, 2022 (-13 days) · RIA to RIA
W••••••••• P•••••••• L•• to C••••••• A•••••••• L••
left Jun 15, 2021, registered Apr 23, 2021 (-53 days) · RIA to RIA
C••••••• I••••••••• C•••••• to W••••••••• P•••••••• L••
left Sep 25, 2019, registered Sep 1, 2020 (342 days) · RIA to RIA

Signals

M•••••• J• P••• left C••••••• P•••••••• I••• for A••••••• F•••••••• S••••••••• L•• (registered 2023-05-01)
Feb 16, 2023 · Advisor changed firm · fact
M•••••• J• P••• left C••••••• A•••••••• L•• for C••••••• P•••••••• I••• (registered 2022-04-13)
Apr 26, 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: Wealth manager with institutional or fund businessderived
Years in industry: 9derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address