DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner28 years in industry

MATTHEW LEWIS ROOP

Advisor at DEERFIELD

CARMEL, IN | INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6fd9de1-d34a-aeb9-0fe9-41e4e76c6de5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DEERFIELD
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 12, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 12, 1998
First registration: Jan 16, 2002
Dual registered: no
Other names: MATT ROOP
IAPD individual key: 2990672

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Deerfield	Independent wealth	Jul 1, 2015	n/a	yes	INDIANAPOLIS, IN\|CARMEL, IN	Current employment
CATALYST FINANCIAL CONSULTING, LLC	n/a	Jan 28, 2015	Jun 26, 2015	no	CARMEL, IN	Previous registration
CATALYST FINANCIAL CONSULTING, LLC	n/a	Jan 23, 2014	Dec 31, 2014	no	CARMEL, IN	Previous registration
BEDEL FINANCIAL CONSULTING INC	Independent wealth	Mar 29, 2005	Jan 31, 2007	no	INDIANAPOLIS, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 16, 2002	Jun 4, 2002	no	ALEXANDRIA, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CATALYST FINANCIAL CONSULTING, LLC	Deerfield	Jun 26, 2015	Jul 1, 2015	5	Firm change	Other
BEDEL FINANCIAL CONSULTING INC	CATALYST FINANCIAL CONSULTING, LLC	Jan 31, 2007	Jan 23, 2014	2,549	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	BEDEL FINANCIAL CONSULTING INC	Jun 4, 2002	Mar 29, 2005	1,029	Firm change after gap	Other

Relationships

Registered with (4)

→ DEERFIELDRegistered adviserregistration: current employment
Jul 1, 2015 to presentfactForm ADV
→ CATALYST FINANCIAL CONSULTING, LLCRegistered adviserregistration: previous registration
Jan 28, 2015 to Jun 26, 2015factForm ADV
→ BEDEL FINANCIAL CONSULTING INCRegistered adviserregistration: previous registration
Mar 29, 2005 to Jan 31, 2007factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 16, 2002 to Jun 4, 2002factForm ADV

Dated events

No dated event names this entity yet.