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 D. Lankford

Focus Partners Wealth, LLCindependent RIASt. Louis, Mo IA-onlyIAPD 7314023

Feed of 09/15/2026

Also filed as Matthew David Lankford

At current firm

1 y

since Jul 28, 2025

In the industry

11 y

since Jan 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

Focus Partners Wealth, LLC independent RIA current
since Jul 28, 2025 · Middleberg, Va
J.P. Morgan Securities LLC wirehouse
Apr 23, 2024 to Jul 15, 2025 · Ashburn, Va
Navy Federal Investment Services, LLC BD affiliated
Feb 10, 2023 to Apr 19, 2024 · Vienna, Va
Edward Jones national BD
Jul 22, 2021 to Feb 7, 2023 · Fairfax, Va

Moves

a registration end followed by a registration begin elsewhere

J.P. Morgan Securities LLC to Focus Partners Wealth, LLC
left Jul 15, 2025, registered Jul 28, 2025 (13 days) · Wirehouse to independent RIA
Navy Federal Investment Services, LLC to J.P. Morgan Securities LLC
left Apr 19, 2024, registered Apr 23, 2024 (4 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Edward Jones to Navy Federal Investment Services, LLC
left Feb 7, 2023, registered Feb 10, 2023 (3 days) · Affiliated broker-dealer or bank to another

Signals

Matthew D. Lankford left J.P. Morgan Securities Llc for Focus Partners Wealth, Llc (registered 2025-07-28)
Jul 15, 2025 · Advisor changed firm · fact
Matthew D. Lankford left Navy Federal Investment Services, Llc for J.P. Morgan Securities Llc (registered 2024-04-23)
Apr 19, 2024 · Advisor changed firm · fact
Matthew D. Lankford left Edward Jones for Navy Federal Investment Services, Llc (registered 2023-02-10)
Feb 7, 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address