# MATTHEW JAMES MOREHEAD

MATTHEW JAMES MOREHEAD is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with CERITY PARTNERS LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CERITY PARTNERS LLC](https://search.stillhousedata.com/firm/151559) | 2024-10-01 | present | Yes |
| [JANICZEK WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/107156) | 2022-04-13 | 2024-10-22 | — |
| [CARLSON CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/281544) | 2015-12-17 | 2022-05-17 | — |
| [CARLSON CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/111414) | 2015-10-28 | 2015-12-31 | — |
| [GREENSPRING ADVISORS, LLC](https://search.stillhousedata.com/firm/132669) | 2013-12-10 | 2015-10-07 | — |
| [BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/152965) | 2011-11-11 | 2012-03-22 | — |
| [JANICZEK WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/107156) | 2001-12-07 | 2011-11-08 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4568464)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4568464.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.