DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)36 years in industry

ROBERT B SCOTT

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

Brentwood, TN | WESLEY CHAPEL, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30ea13ea-e40d-2f18-d64a-6253adc4e5a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2006 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: ACCURATE WEALTH 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: Aug 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Consultant
Exams: S63|S65
First exam: Mar 17, 2006
First registration: Mar 20, 2006
Dual registered: yes, broker-dealer
Other names: ROBERT BOYDE SCOTT
IAPD individual key: 5096383

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
ACCURATE WEALTH MANAGEMENT, LLC	Independent wealth	Aug 29, 2019	n/a	yes	WESLEY CHAPEL, FL\|Brentwood, TN	Current employment
TRUADVICE LLC	Former SEC adviser	May 23, 2018	Feb 10, 2020	no	Brentwood, TN\|Franklin, TN\|SARASOTA, FL	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	Jan 19, 2011	May 31, 2018	no	FRANKLIN, TN\|SARASOTA, FL	Previous registration
KALOS MANAGEMENT	Former SEC adviser	Mar 20, 2006	Apr 25, 2006	no	BRENTWOOD, TN\|PONTE VEDRA BEACH, FL	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
TRUADVICE LLC	ACCURATE WEALTH MANAGEMENT, LLC	Feb 10, 2020	Aug 29, 2019	-165	Firm change after gap	RIA to RIA
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	TRUADVICE LLC	May 31, 2018	May 23, 2018	-8	Firm change	Ibd to new firm
KALOS MANAGEMENT	GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Apr 25, 2006	Jan 19, 2011	1,730	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
132070:292482:FL:2018-05-31	May 31, 2018	May 23, 2018	SARASOTA, FL	Firm change

Relationships

Registered with (4)

→ ACCURATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 29, 2019 to presentfactForm ADV
→ TRUADVICE LLCRegistered adviserregistration: previous registration
May 23, 2018 to Feb 10, 2020factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
Jan 19, 2011 to May 31, 2018factForm ADV
→ KALOS MANAGEMENTRegistered adviserregistration: previous registration
Mar 20, 2006 to Apr 25, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:30ea13ea-e40d-2f18-d64a-6253adc4e5a3
First observed: Mar 20, 2006
Last observed: Sep 14, 2026 5 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.

ROBERT B SCOTT

Advisor at ACCURATE WEALTH MANAGEMENT, LLC

Brentwood, TN | WESLEY CHAPEL, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:30ea13ea-e40d-2f18-d64a-6253adc4e5a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ACCURATE WEALTH MANAGEMENT, LLC

Independent wealth

Aug 29, 2019

n/a

yes

WESLEY CHAPEL, FL|Brentwood, TN

Current employment

TRUADVICE LLC

Former SEC adviser

May 23, 2018

Feb 10, 2020

Brentwood, TN|Franklin, TN|SARASOTA, FL

Previous registration

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Former SEC adviser

Jan 19, 2011

May 31, 2018

FRANKLIN, TN|SARASOTA, FL

Previous registration

KALOS MANAGEMENT

Former SEC adviser

Mar 20, 2006

Apr 25, 2006

BRENTWOOD, TN|PONTE VEDRA BEACH, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

TRUADVICE LLC

ACCURATE WEALTH MANAGEMENT, LLC

Feb 10, 2020

Aug 29, 2019

-165

Firm change after gap

RIA to RIA

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

TRUADVICE LLC

May 31, 2018

May 23, 2018

-8

Firm change

Ibd to new firm

KALOS MANAGEMENT

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Apr 25, 2006

Jan 19, 2011

1,730

Firm change after gap

Other

Team

Left

Joined

From

Kind

132070:292482:FL:2018-05-31

May 31, 2018

May 23, 2018

SARASOTA, FL

Firm change