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•••••• E••••••••

S••• W••••• L••BD affiliatedSan Francisco, Ca dual registrantIAPD 7174244

Feed of 09/14/2026

Also filed as Matt Eddington

At current firm

1 y

since Mar 3, 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

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••• W••••• L•• BD affiliated current
since Mar 3, 2025 · Cottonwood Heights, Ut
F••••••• P••••••• A•• W•••••••• A••••••• former
Oct 5, 2023 to Nov 26, 2024 · Salt Lake City, Ut
M••••• S•••••• wirehouse
Jan 26, 2023 to Aug 15, 2023 · Sandy, Ut
E•••••• C•••••• M••••••••• L•• former
May 9, 2022 to Aug 15, 2023 · Arlington, Va
E••••• J•••• national BD
Nov 26, 2019 to Apr 12, 2022 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

F••••••• P••••••• A•• W•••••••• A••••••• to S••• W••••• L••
left Nov 26, 2024, registered Mar 3, 2025 (97 days) · Affiliated broker-dealer or bank to another
M••••• S•••••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Aug 15, 2023, registered Oct 5, 2023 (51 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
E•••••• C•••••• M••••••••• L•• to M••••• S••••••
left Aug 15, 2023, registered Jan 26, 2023 (-201 days) · channel change inside one enterprise, not a move
E••••• J•••• to E•••••• C•••••• M••••••••• L••
left Apr 12, 2022, registered May 9, 2022 (27 days) · Affiliated broker-dealer or bank to independent RIA

Signals

M•••••• E•••••••• left F••••••• P••••••• A•• W•••••••• A••••••• for S••• W••••• L•• (registered 2025-03-03)
Nov 26, 2024 · Advisor changed firm · fact
M•••••• E•••••••• left M••••• S•••••• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2023-10-05)
Aug 15, 2023 · Advisor changed firm · fact
M•••••• E•••••••• left E••••• J•••• for E•••••• C•••••• M••••••••• L•• (registered 2022-05-09)
Apr 12, 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address