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
Todd Broward Matlack
Feed of 09/14/2026
Also filed as Todd B Matlack
At current firm
14 y
since Nov 30, 2011
In the industry
21 y
since Mar 11, 2005 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
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
- Invesco Advisers, Inc. asset manager currentsince Nov 30, 2011 · Doylestown, Pa
- Victory Capital Management Inc. asset managerSep 25, 2008 to Nov 14, 2011 · San Antonio, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 14, 2005 to Feb 20, 2007 · Pennington, Nj
Moves
a registration end followed by a registration begin elsewhere
- Victory Capital Management Inc. to Invesco Advisers, Inc.left Nov 14, 2011, registered Nov 30, 2011 (16 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Victory Capital Management Inc.left Feb 20, 2007, registered Sep 25, 2008 (583 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address