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RIA / WealthAdvisor20 years in industry

ROBERT SCOTT MAXWELL

Advisor at COLLECTIVE WEALTH ADVISORS LLC

COPPELL, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 24, 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: COLLECTIVE WEALTH ADVISORS 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: Jul 22, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 22, 2006
First registration: Jul 24, 2006
Dual registered: no
Other names: R. SCOTT MAXWELL
IAPD individual key: 5184829

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
COLLECTIVE WEALTH ADVISORS LLC	Independent wealth	Apr 26, 2021	n/a	yes	COPPELL, TX	Current employment
R. SCOTT MAXWELL FINANCIAL	n/a	Dec 22, 2014	Dec 31, 2021	no	FRISCO, TX\|Dallas, TX	Previous registration
GENERATIONAL WEALTH ADVISORS	Independent wealth	May 1, 2007	Nov 18, 2014	no	RICHARDSON, TX	Previous registration
SNIDER ADVISORS	Independent wealth	Jul 24, 2006	May 2, 2007	no	IRVING, TX	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
R. SCOTT MAXWELL FINANCIAL	COLLECTIVE WEALTH ADVISORS LLC	Dec 31, 2021	Apr 26, 2021	-249	Firm change after gap	Other
GENERATIONAL WEALTH ADVISORS	R. SCOTT MAXWELL FINANCIAL	Nov 18, 2014	Dec 22, 2014	34	Firm change	Other
SNIDER ADVISORS	GENERATIONAL WEALTH ADVISORS	May 2, 2007	May 1, 2007	-1	Firm change	Other

Relationships

Registered with (4)

→ COLLECTIVE WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Apr 26, 2021 to presentfactForm ADV
→ R. SCOTT MAXWELL FINANCIALRegistered adviserregistration: previous registration
Dec 22, 2014 to Dec 31, 2021factForm ADV
→ GENERATIONAL WEALTH ADVISORSRegistered adviserregistration: previous registration
May 1, 2007 to Nov 18, 2014factForm ADV
→ SNIDER ADVISORSRegistered adviserregistration: previous registration
Jul 24, 2006 to May 2, 2007factForm ADV

Dated events

No dated event names this entity yet.