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 Dale Campbell
Feed of 09/15/2026
At current firm
5 y
since Sep 10, 2021
In the industry
15 y
since Jun 1, 2011 (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
S63, 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
- LPL Financial LLC BD affiliated currentsince Sep 10, 2021 · Overland Park, Ks
- Waddell & Reed formerSep 21, 2018 to Sep 8, 2021 · Overland Park, Ks
- Scottrade Investment Management formerMar 14, 2017 to Mar 8, 2018 · Saint Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Waddell & Reed to LPL Financial LLCleft Sep 8, 2021, registered Sep 10, 2021 (2 days) · Affiliated broker-dealer or bank to another · moved with a team
- Scottrade Investment Management to Waddell & Reedleft Mar 8, 2018, registered Sep 21, 2018 (197 days) · Affiliated broker-dealer or bank to another · moved with a team
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address