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 Edward Corman

LPL Financial LLCBD affiliatedSt. Petersburg, Fl dual registrantIAPD 6832518

Certified Financial Planner

Feed of 09/15/2026

Also filed as Matthew Corman

At current firm

2 y

since Aug 22, 2024

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Aug 22, 2024 · St Petersburg, Fl
Creativeone Wealth, LLC independent RIA
Dec 26, 2023 to Sep 27, 2024 · Overland Park, Ks
Ae Wealth Management, LLC BD affiliated
Sep 12, 2019 to Dec 21, 2023 · Braintree, Ma
The Patriot Financial Group, LLC independent RIA
Aug 2, 2018 to Aug 27, 2019 · Braintree, Ma
MML Investors Services, LLC BD affiliated
Apr 12, 2018 to Jul 18, 2018 · Worcester, Ma

Moves

a registration end followed by a registration begin elsewhere

Creativeone Wealth, LLC to LPL Financial LLC
left Sep 27, 2024, registered Aug 22, 2024 (-36 days) · RIA to affiliated broker-dealer or bank
Ae Wealth Management, LLC to Creativeone Wealth, LLC
left Dec 21, 2023, registered Dec 26, 2023 (5 days) · Affiliated broker-dealer or bank to independent RIA
The Patriot Financial Group, LLC to Ae Wealth Management, LLC
left Aug 27, 2019, registered Sep 12, 2019 (16 days) · RIA to RIA · moved with a team
MML Investors Services, LLC to The Patriot Financial Group, LLC
left Jul 18, 2018, registered Aug 2, 2018 (15 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Matthew Edward Corman left Creativeone Wealth, Llc for Lpl Financial Llc (registered 2024-08-22)
Sep 27, 2024 · Advisor changed firm · fact
Matthew Edward Corman left Ae Wealth Management, Llc for Creativeone Wealth, Llc (registered 2023-12-26)
Dec 21, 2023 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address