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

Matthew Parker

Pnc Wealth ManagementBD affiliatedCarmel, Indual registrantIAPD 6753404

Feed of 09/14/2026

Also filed as Matt Parker

At current firm

0 y

since Feb 19, 2026

In the industry

11 y

since Jul 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pnc Wealth Management BD affiliated current
since Feb 19, 2026 · Carmel, In
Valeo Financial Advisors, LLC independent RIA
Aug 25, 2025 to Jan 26, 2026 · Carmel, In
J.P. Morgan Securities LLC wirehouse
May 2, 2024 to Aug 4, 2025 · Carmel, In
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 5, 2020 to May 14, 2024 · Greenwood, In
Charles Schwab & Co., Inc. national BD
Dec 13, 2018 to Jan 29, 2020 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

Valeo Financial Advisors, LLC to Pnc Wealth Management
left Jan 26, 2026, registered Feb 19, 2026 (24 days) · RIA to affiliated broker-dealer or bank
J.P. Morgan Securities LLC to Valeo Financial Advisors, LLC
left Aug 4, 2025, registered Aug 25, 2025 (21 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLC
left May 14, 2024, registered May 2, 2024 (-12 days) · Wirehouse to wirehouse
Charles Schwab & Co., Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jan 29, 2020, registered May 5, 2020 (97 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Matthew Parker left Valeo Financial Advisors, Llc for Pnc Wealth Management (registered 2026-02-19)
Jan 26, 2026 · Advisor changed firm · fact
Matthew Parker left J.P. Morgan Securities Llc for Valeo Financial Advisors, Llc (registered 2025-08-25)
Aug 4, 2025 · Advisor changed firm · fact
Matthew Parker left Merrill Lynch, Pierce, Fenner & Smith Incorporated for J.P. Morgan Securities Llc (registered 2024-05-02)
May 14, 2024 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address