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.

Current firm

TURNER FINANCIAL GROUP, INC.

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 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Jan 31, 2020

First registration

Mar 27, 2020

Dual registered

no

IAPD individual key

7229005

• Occurred

  Aug 5, 2024
  Advisor changed firm

  Shane Mark Scott left Sgl Financial, Llc for Turner Financial Group, Inc. (registered 2024-07-25)

  Form ADVobserved 5 days ago
• Occurred

  May 1, 2023
  Advisor changed firm

  Shane Mark Scott left Oxley Capital Management, Llc for Sgl Financial, Llc (registered 2023-05-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1bc77ca6-6762-11b1-9f2e-346a443d101a

First observed

Mar 27, 2020

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.