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Advisor at MCF ADVISORS, LLC
LOUISVILLE, KY | LEXINGTON, KY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MCF ADVISORS, LLC | Independent wealth | Jan 1, 2026 | n/a | yes | LEXINGTON, KY|LOUISVILLE, KY | Current employment |
| ACCREDITED WEALTH MANAGEMENT LLC | Former SEC adviser | Sep 24, 2019 | Dec 26, 2025 | no | LOUISVILLE, KY | Previous registration |
| D. SCOTT NEAL, INC. | Former SEC adviser | Mar 30, 2015 | Nov 5, 2021 | no | LEXINGTON, KY|Louisville, KY|Louisville, KY | Previous registration |
| J.J.B. HILLIARD, W.L. LYONS, LLC | Former SEC adviser | Jan 2, 2013 | Sep 30, 2013 | no | LOUISVILLE, KY | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 8, 2006 | Dec 21, 2012 | no | LOUISVILLE, KY|LOUISVILLE, KY | Previous registration |
| GV FINANCIAL ADVISORS, INC. | n/a | Apr 25, 2003 | Nov 7, 2005 | no | ATLANTA, GA | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | Apr 24, 2003 | Nov 7, 2005 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ACCREDITED WEALTH MANAGEMENT LLC | MCF ADVISORS, LLC | Dec 26, 2025 | Jan 1, 2026 | 6 | Firm change | RIA to RIA |
| D. SCOTT NEAL, INC. | ACCREDITED WEALTH MANAGEMENT LLC | Nov 5, 2021 | Sep 24, 2019 | -773 | Firm change after gap | Other |
| J.J.B. HILLIARD, W.L. LYONS, LLC | D. SCOTT NEAL, INC. | Sep 30, 2013 | Mar 30, 2015 | 546 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | J.J.B. HILLIARD, W.L. LYONS, LLC | Dec 21, 2012 | Jan 2, 2013 | 12 | Firm change | Other |
| JOYN ADVISORS, INC. | GV FINANCIAL ADVISORS, INC. | Nov 7, 2005 | Apr 25, 2003 | -927 | Firm change after gap | Other |
| GV FINANCIAL ADVISORS, INC. | WELLS FARGO ADVISORS | Nov 7, 2005 | Mar 8, 2006 | 121 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 170261:130372:KY:2025-12-26 | Dec 26, 2025 | Jan 1, 2026 | LOUISVILLE, KY | Firm change |