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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant19 years in industry

MARK A DEGROAT

Advisor at SC&H WEALTH

HUNT VALLEY, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0456011a-618e-9dbf-bb29-36827efb0e42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SC&H WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Aug 14, 2007
First registration: Feb 12, 2009
Dual registered: no
IAPD individual key: 5050070

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SC&H WEALTH	Independent wealth	Apr 2, 2018	n/a	yes	HUNT VALLEY, MD	Current employment
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Jan 28, 2015	Apr 3, 2018	no	Hanover, MD\|MCLEAN, VA	Previous registration
CAPITAL ONE FINANCIAL ADVISORS LLC	n/a	Apr 26, 2010	Jan 28, 2015	no	MELVILLE, NY	Previous registration
CHEVY CHASE FINANCIAL SERVICES	n/a	Feb 12, 2009	May 7, 2010	no	BETHESDA, MD\|BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL ONE ADVISORS, LLC	SC&H WEALTH	Apr 3, 2018	Apr 2, 2018	-1	Firm change	Ibd to RIA
CAPITAL ONE FINANCIAL ADVISORS LLC	CAPITAL ONE ADVISORS, LLC	Jan 28, 2015	Jan 28, 2015	0	Bulk transfer	Other
CHEVY CHASE FINANCIAL SERVICES	CAPITAL ONE FINANCIAL ADVISORS LLC	May 7, 2010	Apr 26, 2010	-11	Bulk transfer	Other

Relationships

Registered with (4)

→ SC&H WEALTHRegistered adviserregistration: current employment
Apr 2, 2018 to presentfactForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 28, 2015 to Apr 3, 2018factForm ADV
→ CAPITAL ONE FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Apr 26, 2010 to Jan 28, 2015factForm ADV
→ CHEVY CHASE FINANCIAL SERVICESRegistered adviserregistration: previous registration
Feb 12, 2009 to May 7, 2010factForm ADV

Dated events

No dated event names this entity yet.