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RIA / WealthAdvisor23 years in industry

JEFFREY SCOTT DORE

Advisor at MAI CAPITAL MANAGEMENT, LLC

Los Angeles, CA

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Search this name across graphsid dfx:ria:283b4d15-ab56-7e91-e5ae-1fd8eaa4a046

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2003 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: MAI CAPITAL MANAGEMENT, 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: Mar 20, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Mar 20, 2003
First registration: Mar 26, 2003
Dual registered: no
Other names: SCOTT DORE|SCOTT DORE
IAPD individual key: 4568096

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
MAI CAPITAL MANAGEMENT, LLC	Independent wealth	Feb 17, 2026	n/a	yes	Los Angeles, CA	Current employment
EVOKE ADVISORS	Independent wealth	Jun 5, 2019	Sep 4, 2026	no	LOS ANGELES, CA\|Los Angeles, CA	Previous registration
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Former SEC adviser	Jan 4, 2013	Jun 4, 2019	no	SAN FRANCISCO, CA\|LOS ANGELES, CA	Previous registration
LUMINOUS CAPITAL, LLC	Former SEC adviser	Jun 6, 2008	Feb 1, 2013	no	LOS ANGELES, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 26, 2003	May 14, 2008	no	LOS ANGELES, CA\|LOS ANGELES, CA	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
EVOKE ADVISORS	MAI CAPITAL MANAGEMENT, LLC	Sep 4, 2026	Feb 17, 2026	-199	Bulk transfer	RIA to RIA
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	EVOKE ADVISORS	Jun 4, 2019	Jun 5, 2019	1	Firm change	Ibd to new firm
LUMINOUS CAPITAL, LLC	J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	Feb 1, 2013	Jan 4, 2013	-28	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LUMINOUS CAPITAL, LLC	May 14, 2008	Jun 6, 2008	23	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108559:300856:CA:2019-06-04	Jun 4, 2019	Jun 5, 2019	LOS ANGELES, CA	Firm change

Relationships

Registered with (5)

→ MAI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ EVOKE ADVISORSRegistered adviserregistration: previous registration
Jun 5, 2019 to Sep 4, 2026factForm ADV
→ J.P. MORGAN PRIVATE WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Jan 4, 2013 to Jun 4, 2019factForm ADV
→ LUMINOUS CAPITAL, LLCRegistered adviserregistration: previous registration
Jun 6, 2008 to Feb 1, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 26, 2003 to May 14, 2008factForm ADV

Dated events

No dated event names this entity yet.