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 Gerard Deller
Certified Financial Planner
Feed of 09/15/2026
At current firm
7 y
since Aug 5, 2019
In the industry
26 y
since Feb 2, 2000 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sowell Management independent RIA currentsince Aug 5, 2019 · North Little Rock, Ar
- Dynamic Employee Solutions, LLC. unclassifiedOct 8, 2014 to Dec 14, 2017 · Vandalia, Oh
- Sound Financial Investment Management, LLC state registeredJul 3, 2012 to Feb 18, 2020 · Vandalia, Oh
- Independent Advisers Group Corp formerSep 4, 2007 to Oct 12, 2012 · Kettering, Oh
- Osaic Fs, Inc. formerAug 14, 2007 to Aug 21, 2012 · Vandalia, Oh
- Transamerica Financial Advisors, LLC BD affiliatedJan 27, 2003 to Aug 21, 2007 · Troy, Oh
Moves
a registration end followed by a registration begin elsewhere
- Sound Financial Investment Management, LLC to Dynamic Employee Solutions, LLC.left Feb 18, 2020, registered Oct 8, 2014 (-1959 days) · Other
- Dynamic Employee Solutions, LLC. to Sowell Managementleft Dec 14, 2017, registered Aug 5, 2019 (599 days) · Other
- Independent Advisers Group Corp to Sound Financial Investment Management, LLCleft Oct 12, 2012, registered Jul 3, 2012 (-101 days) · Other
- Osaic Fs, Inc. to Independent Advisers Group Corpleft Aug 21, 2012, registered Sep 4, 2007 (-1813 days) · Other
- Transamerica Financial Advisors, LLC to Osaic Fs, Inc.left Aug 21, 2007, registered Aug 14, 2007 (-7 days) · Other
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address