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 George Obrien
Feed of 09/14/2026
Also filed as Matt G O'Brien
At current firm
6 y
since Jan 6, 2020
In the industry
48 y
since Feb 1, 1978 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Exodus Wealth, LLC independent RIA currentsince Jan 6, 2020 · Rocky Hill, Ct
- Exodus Wealth, LLC independent RIAJun 6, 2017 to Dec 31, 2019 · Rocky Hill, Ct
- Stonex Advisors Inc. BD affiliatedJan 30, 2015 to May 26, 2017 · Birmingham, Al
- Sterne Agee Investment Advisor Services, Inc. formerNov 7, 2011 to Jan 30, 2015 · Windsor Locks, Ct
- Cambridge Investment Research Advisors, Inc. BD affiliatedMar 28, 2005 to Dec 21, 2011 · Rocky Hill, Ct
- Cambridge Investment Research, Inc. unclassifiedMay 14, 2004 to Mar 28, 2005 · Rocky Hill, Ct
Moves
a registration end followed by a registration begin elsewhere
- Stonex Advisors Inc. to Exodus Wealth, LLCleft May 26, 2017, registered Jun 6, 2017 (11 days) · Other
- Sterne Agee Investment Advisor Services, Inc. to Stonex Advisors Inc.left Jan 30, 2015, registered Jan 30, 2015 (0 days) · corporate re-registration, not a move
- Cambridge Investment Research Advisors, Inc. to Sterne Agee Investment Advisor Services, Inc.left Dec 21, 2011, registered Nov 7, 2011 (-44 days) · Other
- Cambridge Investment Research, Inc. to Cambridge Investment Research Advisors, Inc.left Mar 28, 2005, registered Mar 28, 2005 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
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
- 48derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address