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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

MATTHEW PARKER

Advisor at PNC WEALTH MANAGEMENT

CARMEL, IN

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Search this name across graphsid dfx:ria:4f0703c7-4653-7003-7e27-5cb5ca605cb7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 13, 2018 to Sep 14, 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: PNC WEALTH MANAGEMENT
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 31, 2017
First registration: Dec 13, 2018
Dual registered: yes, broker-dealer
Other names: Matt Parker|Matthew J Parker|Matthew James Parker|Matthew Parker|Matthew J. Parker
IAPD individual key: 6753404

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
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Feb 19, 2026	n/a	yes	CARMEL, IN	Current employment
VALEO FINANCIAL ADVISORS, LLC	Independent wealth	Aug 25, 2025	Jan 26, 2026	no	CARMEL, IN	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 2, 2024	Aug 4, 2025	no	CARMEL, IN\|WESTFIELD, IN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 5, 2020	May 14, 2024	no	GREENWOOD, IN\|FISHERS, IN\|INDIANAPOLIS, IN\|Indianapolis, IN\|FARMINGTON HILLS, MI\|INDIANAPOLIS, IN\|FARMINGTON HILLS, MI\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|NEW YORK, NY\|Indianapolis, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|GREENWOOD, IN\|INDIANAPOLIS, IN\|CHICAGO, IL\|INDIANAPOLIS, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 13, 2018	Jan 29, 2020	no	Indianapolis, IN	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
VALEO FINANCIAL ADVISORS, LLC	PNC WEALTH MANAGEMENT	Jan 26, 2026	Feb 19, 2026	24	Firm change	RIA to ibd
J.P. MORGAN SECURITIES LLC	VALEO FINANCIAL ADVISORS, LLC	Aug 4, 2025	Aug 25, 2025	21	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	May 14, 2024	May 2, 2024	-12	Firm change	Wirehouse to wirehouse
CHARLES SCHWAB & CO., INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 29, 2020	May 5, 2020	97	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ PNC WEALTH MANAGEMENTRegistered adviserregistration: current employment
Feb 19, 2026 to presentfactForm ADV
→ VALEO FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 25, 2025 to Jan 26, 2026factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 2, 2024 to Aug 4, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 5, 2020 to May 14, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 13, 2018 to Jan 29, 2020factForm ADV

Dated events

Occurred
Jan 26, 2026
Advisor changed firm
Matthew Parker left Valeo Financial Advisors, Llc for Pnc Wealth Management (registered 2026-02-19)
Form ADVobserved 5 days ago
Occurred
Aug 4, 2025
Advisor changed firm
Matthew Parker left J.P. Morgan Securities Llc for Valeo Financial Advisors, Llc (registered 2025-08-25)
Form ADVobserved 5 days ago
Occurred
May 14, 2024
Advisor changed firm
Matthew Parker left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2024-05-02)
Form ADVobserved 5 days ago