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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst14 years in industry

Scott McCandless

Advisor at CX INSTITUTIONAL, LLC

AUBURN, IN | Plano, TX

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Search this name across graphsid dfx:ria:085e491f-9b89-b69f-b941-fe322cfb5774

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 18, 2012 to Sep 15, 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: CX INSTITUTIONAL, LLC
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: Sep 16, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Sep 16, 2012
First registration: Sep 18, 2012
Dual registered: no
Other names: SCOTT A MCCANDLESS|Scott Andrew McCandless
IAPD individual key: 5802219

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
CX INSTITUTIONAL, LLC	Independent wealth	Oct 14, 2025	n/a	yes	AUBURN, IN\|Plano, TX	Current employment
Mariner	Bd affiliated wealth	Oct 25, 2022	Sep 25, 2025	no	Plano, TX\|Plano, TX	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Aug 8, 2017	Oct 26, 2022	no	Dallas, TX\|GREENWOOD VILLAGE, CO\|Dallas, TX	Previous registration
EDWARD JONES	National bd RIA	Feb 27, 2017	Aug 4, 2017	no	Dallas, TX\|ST LOUIS, MO\|LEWISVILLE, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	May 2, 2014	Mar 6, 2017	no	WestLake, TX	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	May 1, 2014	Mar 6, 2017	no	FORT WORTH, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 18, 2012	Mar 20, 2014	no	JACKSONVILLE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL\|NEW YORK, NY	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
Mariner	CX INSTITUTIONAL, LLC	Sep 25, 2025	Oct 14, 2025	19	Firm change	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	Mariner	Oct 26, 2022	Oct 25, 2022	-1	Firm change	RIA to ibd
EDWARD JONES	PERSONAL CAPITAL ADVISORS CORPORATION	Aug 4, 2017	Aug 8, 2017	4	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Mar 6, 2017	May 2, 2014	-1,039	Channel change	Other
TD AMERITRADE, INC.	EDWARD JONES	Mar 6, 2017	Feb 27, 2017	-7	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Mar 20, 2014	May 1, 2014	42	Firm change	Other

Relationships

Registered with (7)

→ CX INSTITUTIONAL, LLCRegistered adviserregistration: current employment
Oct 14, 2025 to presentfactForm ADV
→ MARINERRegistered adviserregistration: previous registration
Oct 25, 2022 to Sep 25, 2025factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Aug 8, 2017 to Oct 26, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 27, 2017 to Aug 4, 2017factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 1, 2014 to Mar 6, 2017factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
May 2, 2014 to Mar 6, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 18, 2012 to Mar 20, 2014factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 25, 2025
Advisor changed firm
Scott Mccandless left Mariner for Cx Institutional, Llc (registered 2025-10-14)
Form ADVobserved 4 days ago
Occurred
Oct 26, 2022
Advisor changed firm
Scott Mccandless left Personal Capital Advisors Corporation for Mariner (registered 2022-10-25)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 14, 2026
Scott Mccandless added a CO registration at Cx Institutional, Llc