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

CAPTRUST

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 9, 1990earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 9, 1990

First registration

Dec 13, 2012

Dual registered

no

IAPD individual key

2003205

• Occurred

  Feb 24, 2025
  Advisor changed firm

  Donna Marie Scotti left Boston Financial Management Llc for Captrust (registered 2025-02-18)

  Form ADVobserved 6 days ago
• Occurred

  Aug 17, 2022
  Advisor changed firm

  Donna Marie Scotti left Middleton & Company Inc. for Boston Financial Management Llc (registered 2022-09-29)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3fa1c243-9149-f654-227c-bb79a4584939

First observed

Dec 13, 2012

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.