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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

MATTHEW EDWARD CAMPBELL

Advisor at TOUCHSTONE ADVISORS INC

Mooresville, NC | CINCINNATI, OH

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 23, 2007 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: TOUCHSTONE ADVISORS INC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 15, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 15, 2007
First registration: Oct 23, 2007
Dual registered: yes, broker-dealer
Other names: MATT EDWARD CAMPBELL
IAPD individual key: 5232034

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
TOUCHSTONE ADVISORS INC	Asset manager	Mar 14, 2013	n/a	yes	CINCINNATI, OH\|Mooresville, NC	Current employment
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Sep 8, 2010	Dec 21, 2012	no	CORNELIUS, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Aug 30, 2010	no	CORNELIUS, NC\|Cornelius, NC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 23, 2007	Jun 1, 2009	no	CORNELIUS, NC\|CHARLOTTE, NC	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
PRINCIPAL SECURITIES, INC.	TOUCHSTONE ADVISORS INC	Dec 21, 2012	Mar 14, 2013	83	Firm change	Other
MORGAN STANLEY	PRINCIPAL SECURITIES, INC.	Aug 30, 2010	Sep 8, 2010	9	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ TOUCHSTONE ADVISORS INCRegistered adviserregistration: current employment
Mar 14, 2013 to presentfactForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Sep 8, 2010 to Dec 21, 2012factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Aug 30, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 23, 2007 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.