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RIA / WealthAdvisordual registered (broker-dealer)44 years in industry

TERRENCE PATRICK CUNNINGHAM

Advisor at SCALA CAPITAL LLC

Frisco, CO | MIAMI, FL

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Search this name across graphsid dfx:ria:2c1369fb-b424-3c06-6c98-543a3c825ee6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2002 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: SCALA CAPITAL 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: Jul 7, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 7, 1982
First registration: Sep 10, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1053612

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
SCALA CAPITAL LLC	Independent wealth	Oct 31, 2025	n/a	yes	Frisco, CO\|MIAMI, FL	Current employment
CMG CAPITAL MANAGEMENT GROUP, INC.	Independent wealth	Oct 9, 2020	Jul 24, 2025	no	Malvern, PA\|Frisco, CO	Previous registration
IP FINANCIAL ADVISORY SERVICES LLC	Independent wealth	Jan 14, 2020	Oct 21, 2020	no	CHARLOTTE, NC\|Villanova, PA	Previous registration
INNOVATION PARTNERS LLC	Independent wealth	Jan 23, 2019	Oct 21, 2020	no	Villanova, PA\|CHARLOTTE, NC	Previous registration
INNOVATION PARTNERS LLC	Independent wealth	Feb 14, 2017	Dec 31, 2018	no	Villanova, PA\|CHARLOTTE, NC	Previous registration
DWS INVESTMENT MANAGEMENT AMERICAS, INC.	Other adviser	Nov 20, 2003	Feb 5, 2008	no	CHICAGO, IL	Previous registration
FISHER INVESTMENTS	Independent wealth	Sep 10, 2002	Aug 18, 2003	no	VILLANOVA, PA	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
CMG CAPITAL MANAGEMENT GROUP, INC.	SCALA CAPITAL LLC	Jul 24, 2025	Oct 31, 2025	99	Firm change	RIA to RIA
INNOVATION PARTNERS LLC	IP FINANCIAL ADVISORY SERVICES LLC	Oct 21, 2020	Jan 14, 2020	-281	Firm change after gap	Ibd to RIA
IP FINANCIAL ADVISORY SERVICES LLC	CMG CAPITAL MANAGEMENT GROUP, INC.	Oct 21, 2020	Oct 9, 2020	-12	Firm change	RIA to RIA
DWS INVESTMENT MANAGEMENT AMERICAS, INC.	INNOVATION PARTNERS LLC	Feb 5, 2008	Feb 14, 2017	3,297	Firm change after gap	Other
FISHER INVESTMENTS	DWS INVESTMENT MANAGEMENT AMERICAS, INC.	Aug 18, 2003	Nov 20, 2003	94	Firm change	Other

Relationships

Registered with (6)

→ SCALA CAPITAL LLCRegistered adviserregistration: current employment
Oct 31, 2025 to presentfactForm ADV
→ CMG CAPITAL MANAGEMENT GROUP, INC.Registered adviserregistration: previous registration
Oct 9, 2020 to Jul 24, 2025factForm ADV
→ INNOVATION PARTNERS LLCRegistered adviserregistration: previous registration
Jan 23, 2019 to Oct 21, 2020factForm ADV
→ IP FINANCIAL ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 14, 2020 to Oct 21, 2020factForm ADV
→ DWS INVESTMENT MANAGEMENT AMERICAS, INC.Registered adviserregistration: previous registration
Nov 20, 2003 to Feb 5, 2008factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Sep 10, 2002 to Aug 18, 2003factForm ADV

Dated events

Occurred
Jul 24, 2025
Advisor changed firm
Terrence Patrick Cunningham left Cmg Capital Management Group, Inc. for Scala Capital Llc (registered 2025-10-31)
Form ADVobserved 6 days ago