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

CORE WEALTH ADVISORS, 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

Mar 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

Sep 13, 2014

First registration

Oct 13, 2014

Dual registered

no

IAPD individual key

6402002

• Occurred

  Apr 17, 2026
  Advisor changed firm

  Michael Edward Scott left J. W. Cole Advisors, Inc. for Core Wealth Advisors, Inc. (registered 2026-04-29)

  Form ADVobserved 6 days ago
• Occurred

  Feb 16, 2022
  Advisor changed firm

  Michael Edward Scott left Cps Investment Advisors for J. W. Cole Advisors, Inc. (registered 2022-01-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2cc142e0-d6e4-5352-3e74-a69e138b620b

First observed

Oct 13, 2014

Last observed

Sep 14, 2026 7 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.