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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

Matthew Edward Corman

Advisor at LPL FINANCIAL LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1111c23-847a-bd37-2e7c-9b14cbc36af8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 12, 2018 to Sep 15, 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: LPL FINANCIAL LLC
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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 26, 2017
First registration: Apr 12, 2018
Dual registered: yes, broker-dealer
Other names: Matthew Corman|Matthew Edward Corman
IAPD individual key: 6832518

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
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 22, 2024	n/a	yes	ST PETERSBURG, FL\|ST. PETERSBURG, FL\|CLEARWATER, FL\|RIVERVIEW, FL\|RUSKIN, FL\|WIMAUMA, FL	Current employment
CREATIVEONE WEALTH, LLC	Independent wealth	Dec 26, 2023	Sep 27, 2024	no	OVERLAND PARK, KS\|TAMPA, FL	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 12, 2019	Dec 21, 2023	no	Braintree, MA\|Westborough, MA	Previous registration
THE PATRIOT FINANCIAL GROUP, LLC	Independent wealth	Aug 2, 2018	Aug 27, 2019	no	BRAINTREE, MA\|WALPOLE, MA\|BRAINTREE, MA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Apr 12, 2018	Jul 18, 2018	no	WORCESTER, MA	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
CREATIVEONE WEALTH, LLC	LPL FINANCIAL LLC	Sep 27, 2024	Aug 22, 2024	-36	Firm change after gap	RIA to ibd
AE WEALTH MANAGEMENT, LLC	CREATIVEONE WEALTH, LLC	Dec 21, 2023	Dec 26, 2023	5	Firm change	Ibd to RIA
THE PATRIOT FINANCIAL GROUP, LLC	AE WEALTH MANAGEMENT, LLC	Aug 27, 2019	Sep 12, 2019	16	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	THE PATRIOT FINANCIAL GROUP, LLC	Jul 18, 2018	Aug 2, 2018	15	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
172470:282580:MA:2019-08-27	Aug 27, 2019	Sep 12, 2019	BRAINTREE, MA	Firm change

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Aug 22, 2024 to presentfactForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Dec 26, 2023 to Sep 27, 2024factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 12, 2019 to Dec 21, 2023factForm ADV
→ THE PATRIOT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Aug 2, 2018 to Aug 27, 2019factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Apr 12, 2018 to Jul 18, 2018factForm ADV

Dated events

Occurred
Sep 27, 2024
Advisor changed firm
Matthew Edward Corman left Creativeone Wealth, Llc for Lpl Financial Llc (registered 2024-08-22)
Form ADVobserved 4 days ago
Occurred
Dec 21, 2023
Advisor changed firm
Matthew Edward Corman left Ae Wealth Management, Llc for Creativeone Wealth, Llc (registered 2023-12-26)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1111c23-847a-bd37-2e7c-9b14cbc36af8
First observed: Apr 12, 2018
Last observed: Sep 15, 2026 4 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.

Matthew Edward Corman

Advisor at LPL FINANCIAL LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1111c23-847a-bd37-2e7c-9b14cbc36af8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.