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 Laanan Aquino

Advice And Planning ServicesBD affiliatedFrisco, Tx dual registrantIAPD 7024028

Feed of 09/14/2026

Also filed as Matt Aquino

At current firm

0 y

since Apr 22, 2026

In the industry

11 y

since May 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Advice And Planning Services BD affiliated current
since Apr 22, 2026 · Celina, Tx
J.P. Morgan Securities LLC wirehouse
Aug 25, 2025 to Apr 7, 2026 · Princeton, Tx
Fisher Investments independent RIA
Feb 18, 2025 to Aug 26, 2025 · Plano, Tx
Vanguard Advisers, Inc. BD affiliated
Oct 13, 2022 to Feb 18, 2025 · Plano, Tx
Fisher Investments independent RIA
Aug 17, 2021 to Sep 6, 2022 · Plano, Tx
Charles Schwab & Co., Inc. national BD
Apr 29, 2021 to Aug 16, 2021 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

J.P. Morgan Securities LLC to Advice And Planning Services
left Apr 7, 2026, registered Apr 22, 2026 (15 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Fisher Investments to J.P. Morgan Securities LLC
left Aug 26, 2025, registered Aug 25, 2025 (-1 days) · RIA to wirehouse
Vanguard Advisers, Inc. to Fisher Investments
left Feb 18, 2025, registered Feb 18, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
Fisher Investments to Vanguard Advisers, Inc.
left Sep 6, 2022, registered Oct 13, 2022 (37 days) · RIA to affiliated broker-dealer or bank
Charles Schwab & Co., Inc. to Fisher Investments
left Aug 16, 2021, registered Aug 17, 2021 (1 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Matthew Laanan Aquino left J.P. Morgan Securities Llc for Advice And Planning Services (registered 2026-04-22)
Apr 7, 2026 · Advisor changed firm · fact
Matthew Laanan Aquino left Fisher Investments for J.P. Morgan Securities Llc (registered 2025-08-25)
Aug 26, 2025 · Advisor changed firm · fact
Matthew Laanan Aquino left Vanguard Advisers, Inc. for Fisher Investments (registered 2025-02-18)
Feb 18, 2025 · Advisor changed firm · fact
Matthew Laanan Aquino left Fisher Investments for Vanguard Advisers, Inc. (registered 2022-10-13)
Sep 6, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address