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RIA / WealthAdvisorCertified Financial Planner20 years in industry

ERIC MATTHEW MARVIN

Advisor at M&M WEALTH MANAGEMENT, LLC

FORT MYERS, FL

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Search this name across graphsid dfx:ria:b60aa772-3a30-29d2-daf2-dac2c40fb4fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2005 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: M&M WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 12, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 11, 2006
First registration: Dec 12, 2005
Dual registered: no
Other names: ERIC MATTHEW MARVIN|ERIC MATTHEW MARVIN
IAPD individual key: 4856310

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
M&M WEALTH MANAGEMENT, LLC	State registered	Jul 21, 2014	n/a	yes	FORT MYERS, FL	Current employment
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Mar 11, 2011	Jun 20, 2014	no	FORT MYERS, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 23, 2006	Mar 15, 2011	no	FORT MYERS, FL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 12, 2005	Feb 6, 2006	no	BROADVIEW HEIGHTS, OH	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
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	M&M WEALTH MANAGEMENT, LLC	Jun 20, 2014	Jul 21, 2014	31	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Mar 15, 2011	Mar 11, 2011	-4	Firm change	Other
MSI FINANCIAL SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 6, 2006	Mar 23, 2006	45	Firm change	Other

Relationships

Registered with (4)

→ M&M WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 21, 2014 to presentfactForm ADV
→ J P TURNER & COMPANY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 11, 2011 to Jun 20, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 23, 2006 to Mar 15, 2011factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 12, 2005 to Feb 6, 2006factForm ADV

Dated events

No dated event names this entity yet.