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

EVERGREEN PRIVATE WEALTH

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

May 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Oct 16, 2008

First registration

Feb 3, 2010

Dual registered

no

Other names

SCOTT PRESTON|SCOTT ANTHONY PRESTON

IAPD individual key

5549500

• Occurred

  Jul 5, 2023
  Advisor changed firm

  Scott Anthony Preston left Independent Financial Partners for Evergreen Private Wealth (registered 2023-08-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5dc55733-b1fe-1bcf-baf0-8590e2f90d32

First observed

Feb 3, 2010

Last observed

Sep 14, 2026 6 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.