Everard Bond Corcoran

Employer firm

Kinetic Wealth Investment Advisors, LLC CRD 311536

$215M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 07/2021
  Lpl Financial, Llc
  Chesterland, OH
• 07/2021 → 09/2021
  Ameriprise Financial Services, Llc
  Chesterland, OH
• 09/2021 → Present
  Lpl Financial, Llc
  Mentor, OH
• 01/2026 → Present
  Kinetic Wealth Investment Advisors, Llc
  Mentor, OH

Previous Registrations

• 2021-07-29 → 2021-09-24
  Ameriprise Financial Services, Llc
  Chesterland, OH
• 2008-10-20 → 2021-08-26
  Lpl Financial Llc
  Cleveland, OH
  Chesterland, OH
  Independence, OH
  Westlake, OH
  Beachwood, OH
  Independence, OH
  Parma, OH
  Cleveland, OH

Other Businesses

1) 11/27/2023: No business name; Sevierville, TN; Real Estate Rental; Inv. related; start date 10/4/2023: 10hrs/mo.; 1hr during trading. 2) 01/15/2026 - Corcoran Financial Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 3/2008 - 1 hour per month/ during trading 3) 01/23/2026 - Kinetic Wealth Investment Advisors, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/05/2026 - 176 hours per month/ 143 hours during trading - I provide investment advisory services through Kinetic Wealth Investment Advisors, an independent investment advisor firm. I started this business activity in 1/2026 I expect to spend approximately 176 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 02/03/2026 - Ivyline, LLC - Business Owner - Co-owner - Not Investment Related - Phoenix, AZ - Start Date 01/01/2026 - 2 hours per month/ 1 hour during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-03-09

Designations

• Certified Financial Planner

Other Names

• Ev Corcoran
• Ed Corcoran