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.

Current firm

ADVICE AND PLANNING SERVICES

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

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Dec 12, 2022

First registration

Jan 9, 2023

Dual registered

yes, broker-dealer

Other names

MATTHEW STORK|MATTHEW JOHN STORK|Matthew J Stork

IAPD individual key

7447682

• Occurred

  Apr 6, 2026
  Advisor changed firm

  Matthew John Stork left First Citizens Investor Services, Inc. for Advice And Planning Services (registered 2026-06-25)

  Form ADVobserved 6 days ago
• Occurred

  Jun 12, 2024
  Advisor changed firm

  Matthew John Stork left Wells Fargo Advisors for First Citizens Investor Services, Inc. (registered 2024-11-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:88d1a929-b511-d49f-d882-0628306e97b3

First observed

Jan 9, 2023

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.