Best Investors Account Sign in
Inactive

Matthew Lewis Roop

Deerfield

Indianapolis, IN

Carmel, IN

Claim This Profile
Current Employers
Deerfield

310 E. 96Th Street Suite 375, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-01-04
TX RA APPROVED 2016-11-02
IN RA APPROVED 2015-07-01
  • IL RA
    APPROVED
    Since 2021-01-04
  • TX RA
    APPROVED
    Since 2016-11-02
  • IN RA
    APPROVED
    Since 2015-07-01

Branch Locations

310 E. 96Th Street Suite 375, Indianapolis, IN 46240 • United States

Carmel, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deerfield Financial Advisors, Inc. Carmel IN 04/2015 Present
  • 04/2015 → Present
    Deerfield Financial Advisors, Inc.
    Carmel, IN
Previous Registrations
  • 2015-01-28 → 2015-06-26
    Catalyst Financial Consulting, Llc
    Carmel, IN
  • 2014-01-23 → 2014-12-31
    Catalyst Financial Consulting, Llc
    Carmel, IN
  • 2005-03-29 → 2007-01-31
    Bedel Financial Consulting Inc
    Indianapolis, IN
  • 2002-01-16 → 2002-06-04
    Charles Schwab & Co., Inc.
    Alexandria, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-29
S63 Uniform Securities Agent State Law Examination 1998-03-12
  • S65 Uniform Investment Adviser Law Examination
    2000-02-29
  • S63 Uniform Securities Agent State Law Examination
    1998-03-12
Designations
Other Names
  • Matt Roop

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor