DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Matt Ryan Franklin
Feed of 09/14/2026
Also filed as Matt R Franklin
At current firm
0 y
since Apr 20, 2026
In the industry
36 y
since Oct 20, 1989 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Apr 20, 2026 · Wooster, Oh
- United Planners' Financial Services Of America A Limited Partner independent RIASep 8, 2020 to Apr 29, 2026 · Scottsdale, Az
- Ssn Advisory, Inc. formerJun 5, 2012 to Sep 9, 2020 · Wooster, Oh
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 2, 2009 to Jun 5, 2012 · Wooster, Oh
- Raymond James Financial Services, Inc. unclassifiedApr 11, 2007 to Jan 2, 2009 · Wooster, Oh
- Edward Jones national BDJan 24, 2007 to Apr 10, 2007 · Wooster, Oh
Moves
a registration end followed by a registration begin elsewhere
- United Planners' Financial Services Of America A Limited Partner to LPL Financial LLCleft Apr 29, 2026, registered Apr 20, 2026 (-9 days) · RIA to affiliated broker-dealer or bank
- Ssn Advisory, Inc. to United Planners' Financial Services Of America A Limited Partnerleft Sep 9, 2020, registered Sep 8, 2020 (-1 days) · Affiliated broker-dealer or bank to independent RIA
- Raymond James Financial Services Advisors, Inc to Ssn Advisory, Inc.left Jun 5, 2012, registered Jun 5, 2012 (0 days) · Other
- Raymond James Financial Services, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- Edward Jones to Raymond James Financial Services, Inc.left Apr 10, 2007, registered Apr 11, 2007 (1 days) · Other
Signals
- Matt Ryan Franklin left United Planners' Financial Services Of America A Limited Partner for Lpl Financial Llc (registered 2026-04-20)Apr 29, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address