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 Hampton Matheney
Feed of 09/14/2026
Also filed as Matthew H Matheney
At current firm
0 y
since Oct 16, 2025
In the industry
13 y
since Apr 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- First Heartland Consultants, Inc. BD affiliated currentsince Oct 16, 2025 · Westlake, Oh
- Guardian Wealth Partners, LLC independent RIASep 12, 2023 to Jan 2, 2026 · Beachwood, Oh
- Independence Wealth Advisors, LLC independent RIAJan 31, 2023 to Apr 25, 2023 · Independence, Oh
Moves
a registration end followed by a registration begin elsewhere
- Guardian Wealth Partners, LLC to First Heartland Consultants, Inc.left Jan 2, 2026, registered Oct 16, 2025 (-78 days) · Affiliated broker-dealer or bank to another
- Independence Wealth Advisors, LLC to Guardian Wealth Partners, LLCleft Apr 25, 2023, registered Sep 12, 2023 (140 days) · RIA to RIA
Signals
- Matthew Hampton Matheney left Guardian Wealth Partners, Llc for First Heartland Consultants, Inc. (registered 2025-10-16)Jan 2, 2026 · Advisor changed firm · fact
- Matthew Hampton Matheney left Independence Wealth Advisors, Llc for Guardian Wealth Partners, Llc (registered 2023-09-12)Apr 25, 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address