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RIA / WealthAdvisor25 years in industrynot currently registered

Vincent Scott Lewis

Advisor at ADHESION WEALTH ADVISOR SOLUTIONS

Concord, CA | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:6a065bb6-6b93-5bad-0e59-703bad35ebca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 16, 2009 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: ADHESION WEALTH ADVISOR SOLUTIONS
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 11, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 11, 2000
First registration: Jan 16, 2009
Dual registered: no
IAPD individual key: 4294416

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
ADHESION WEALTH ADVISOR SOLUTIONS	Asset manager	Feb 13, 2024	n/a	yes	CHARLOTTE, NC\|Concord, CA	Current employment
ASSETMARK, INC.	Bd affiliated wealth	Oct 21, 2011	Jan 30, 2024	no	CONCORD, CA\|CONCORD, CA	Previous registration
MCNALLY FINANCIAL SERVICES CORPORATION	State registered	Nov 19, 2009	Dec 18, 2009	no	RANCHO CUCAMONGA, CA\|SAN DIEGO, CA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 16, 2009	Sep 30, 2009	no	DIAMOND BAR, CA\|DIAMOND BAR, CA	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
ASSETMARK, INC.	ADHESION WEALTH ADVISOR SOLUTIONS	Jan 30, 2024	Feb 13, 2024	14	Firm change	Other
MCNALLY FINANCIAL SERVICES CORPORATION	ASSETMARK, INC.	Dec 18, 2009	Oct 21, 2011	672	Firm change after gap	Other
WOODBURY FINANCIAL SERVICES, INC.	MCNALLY FINANCIAL SERVICES CORPORATION	Sep 30, 2009	Nov 19, 2009	50	Firm change	Other

Relationships

Registered with (4)

→ ADHESION WEALTH ADVISOR SOLUTIONSRegistered adviserregistration: current employment
Feb 13, 2024 to presentfactForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Oct 21, 2011 to Jan 30, 2024factForm ADV
→ MCNALLY FINANCIAL SERVICES CORPORATIONRegistered adviserregistration: previous registration
Nov 19, 2009 to Dec 18, 2009factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 16, 2009 to Sep 30, 2009factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 30, 2024
Advisor changed firm
Vincent Scott Lewis left Assetmark, Inc. for Adhesion Wealth Advisor Solutions (registered 2024-02-13)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
Vincent Scott Lewis no longer holds an investment adviser registration (last listed at Adhesion Wealth Advisor Solutions on the 2026-09-14 feed)