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Matthew Scott Ervin

Forum Wealth Group

Lipan, TX

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Current Employers
Forum Wealth Group

Lipan, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
  • TX RA
    APPROVED
    Since 2026-04-10

Branch Locations

Lipan, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smart Money Group, Llc Eastland TX 08/2016 01/2026
Calton & Associates, Inc. Tampa FL 08/2016 01/2026
Forum Wealth Group, Llc Lipan TX 01/2026 Present
  • 08/2016 → 01/2026
    Eastland, TX
  • 08/2016 → 01/2026
    Calton & Associates, Inc.
    Tampa, FL
  • 01/2026 → Present
    Forum Wealth Group, Llc
    Lipan, TX
Previous Registrations
  • 2016-07-28 → 2026-01-30
    Eastland, TX
  • 2016-01-19 → 2016-07-29
    Vsr Financial Services, Inc.
    Eastland, TX
    Overland Park, KS
Other Businesses

Independent Insurance Agent Mercor, Inc.; Independent Contractor; Not Investment Related; 10 South Riverside Plaza, San Francisco CA 94102; Description: Technology / Artificial Intelligence Research Company; Responsibilities: AI Prompt reviewer/Model Evaluator/Writer; 2025-11-03; 6 Hours per month devoted to business during trading hours; 80 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business; Website address: https://work.mercor.com. Dr. Sam Pack College of Business – Tarleton State University, Financial Planning Degree Advisory Board; Volunteer Board Member; Not Investment Related; 1701 W Washington St. Stephenville TX 76401; Description: Higher Education; Responsibilities: Curriculum Assessment, Student Recruitment/Education/Engagement/Career Development; 2025-11-01; 2 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business. Matt Ervin; Owner/Manager; Not Investment Related; 300 Kickapoo Ct Lipan TX 76462; Description: Ranch/Livestock/Production; Responsibilities: Raise/Manage Livestock; 2021-11-30; 0 Hours per month devoted to business during trading hours; 20 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business. GLG Consulting; Independent Contractor-Network Expert; Not investment related; 60 East 42nd Street, 3rd Floor New York NY 10165; Description: Conduct primary qualitative and quantitative research to answer complex questions and first-time problems. Field test hypotheses or gain deeper market intelligence with access to hard-to-find respondents; 2026-06-17; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 0.5 Percent of total yearly compensation expected to be derived from the business; Website address for the organization: https://glg.com/.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-14
  • S66 Uniform Combined State Law Examination
    2016-01-14
Designations
Other Names
  • Matt Ervin

View on SEC IAPD

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