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RIA / WealthAdvisor34 years in industry

JOHN VINCENT SCAMBRAY

Advisor at ONESOURCE WEALTH MANAGEMENT

GRANITE BAY, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2001 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: ONESOURCE WEALTH MANAGEMENT
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 20, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 13
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 20, 1992
First registration: Mar 15, 2001
Dual registered: no
Other names: JOHN VINCENT SCAMBRAY|JOHN SCAMBRAY
IAPD individual key: 2231726

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
ONESOURCE WEALTH MANAGEMENT	Independent wealth	Jan 2, 2025	n/a	yes	GRANITE BAY, CA	Current employment
Farther	Independent wealth	May 22, 2025	Jan 7, 2026	no	SAN FRANCISCO, CA\|GRANITE WAY, CA	Previous registration
ONE SOURCE HEALTH & WEALTH MANAGEMENT	Former SEC adviser	Apr 3, 2020	Dec 31, 2022	no	GRANITE BAY, CA	Previous registration
SB ADVISORY, LLC	Independent wealth	Jun 19, 2019	Mar 27, 2020	no	folsom, CA\|ATLANTA, GA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jun 17, 2015	Jun 11, 2019	no	GRANITE BAY, CA\|CHICO, CA\|ROSEVILLE, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2014	Jun 17, 2015	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA\|San Antonio, TX\|CITRUS HEIGHTS, CA	Previous registration
PATHWAY STRATEGIC ADVISORS	Former SEC adviser	Sep 23, 2013	Jan 9, 2014	no	FOLSOM, CA\|FOLSOM, CA	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jul 23, 2009	Oct 14, 2009	no	DETROIT, MI	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 17, 2009	May 3, 2013	no	ROSEVILLE, CA\|FOLSOM, CA\|ROSEVILLE, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Feb 4, 2005	May 5, 2009	no	SUNNYVALE, CA\|ROSEVILLE, CA\|CUPERTINO, CA\|LOS GATOS, CA\|MILPITAS, CA\|SAN JOSE, CA\|SAN JOSE, CA\|CAMPBELL, CA\|FREMONT, CA\|FREMONT, CA\|MORGAN HILL, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SANTA CLARA, CA\|SANTA CLARA, CA\|SANTA CLARA, CA\|SUNNYVALE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SARATOGA, CA\|MILPITAS, CA\|LOS GATOS, CA\|SUNNYVALE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA\|SANTA CLARA, CA\|MILPITAS, CA\|LOS GATOS, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 9, 2004	Feb 15, 2005	no	SAN JOSE, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Oct 20, 2004	Nov 24, 2004	no	SAN JOSE, CA	Previous registration
QUICK & REILLY, INC.	n/a	Apr 7, 2003	Oct 20, 2004	no	SAN JOSE, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Mar 15, 2001	Jun 3, 2003	no	FRESNO, 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
Farther	n/a	Jan 7, 2026	n/a	n/a	Departure no registered destination	Departure
ONE SOURCE HEALTH & WEALTH MANAGEMENT	ONESOURCE WEALTH MANAGEMENT	Dec 31, 2022	Jan 2, 2025	733	Firm change after gap	Other
SB ADVISORY, LLC	ONE SOURCE HEALTH & WEALTH MANAGEMENT	Mar 27, 2020	Apr 3, 2020	7	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	SB ADVISORY, LLC	Jun 11, 2019	Jun 19, 2019	8	Firm change	Ibd to ibd
CITIGROUP GLOBAL MARKETS INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jun 17, 2015	Jun 17, 2015	0	Firm change	Other
PATHWAY STRATEGIC ADVISORS	CITIGROUP GLOBAL MARKETS INC.	Jan 9, 2014	Feb 21, 2014	43	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	AMERIPRISE ADVISOR SERVICES, INC.	May 3, 2013	Jul 23, 2009	-1,380	Firm change after gap	Other
AMERIPRISE ADVISOR SERVICES, INC.	PATHWAY STRATEGIC ADVISORS	Oct 14, 2009	Sep 23, 2013	1,440	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	May 5, 2009	Jul 17, 2009	73	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO INVESTMENTS, LLC	Feb 15, 2005	Feb 4, 2005	-11	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	CITIGROUP GLOBAL MARKETS INC.	Nov 24, 2004	Nov 9, 2004	-15	Firm change	Other
QUICK & REILLY, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 20, 2004	Oct 20, 2004	0	Bulk transfer	Other
EQUITABLE ADVISORS, LLC	QUICK & REILLY, INC.	Jun 3, 2003	Apr 7, 2003	-57	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
194511:319078:CA:2022-12-31	Dec 31, 2022	Jan 2, 2025	GRANITE BAY, CA	Firm change after gap
149018:154680:CA:2019-06-11	Jun 11, 2019	Jun 19, 2019	ROSEVILLE, CA	Firm change

Relationships

Registered with (13)

→ ONESOURCE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ FARTHERRegistered adviserregistration: previous registration
May 22, 2025 to Jan 7, 2026factForm ADV
→ ONE SOURCE HEALTH & WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 3, 2020 to Dec 31, 2022factForm ADV
→ SB ADVISORY, LLCRegistered adviserregistration: previous registration
Jun 19, 2019 to Mar 27, 2020factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jun 17, 2015 to Jun 11, 2019factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2014 to Jun 17, 2015factForm ADV
→ PATHWAY STRATEGIC ADVISORSRegistered adviserregistration: previous registration
Sep 23, 2013 to Jan 9, 2014factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 17, 2009 to May 3, 2013factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jul 23, 2009 to Oct 14, 2009factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Feb 4, 2005 to May 5, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Oct 20, 2004 to Nov 24, 2004factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Apr 7, 2003 to Oct 20, 2004factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 15, 2001 to Jun 3, 2003factForm ADV

Dated events

Occurred
Jan 7, 2026
Advisor departed, no destination yet
John Vincent Scambray no longer registered at Farther; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
John Vincent Scambray left One Source Health & Wealth Management for Onesource Wealth Management (registered 2025-01-02)
Form ADVobserved 5 days ago