DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

Scott David Carl

Advisor at QUINCY WELLS ADVISORS, LLC

Jacksonville, FL | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b5ea0fa7-3e87-f9fb-1fa0-3f3664f01240

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 8, 2008 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: QUINCY WELLS 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: Nov 13, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S66|S63
First exam: Nov 13, 2007
First registration: Jan 8, 2008
Dual registered: yes, broker-dealer
Other names: SCOTT CARL|Scott David Carl|Scott D Carl
IAPD individual key: 5416724

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
QUINCY WELLS ADVISORS, LLC	Independent wealth	Jan 10, 2022	n/a	yes	CHICAGO, IL\|Jacksonville, FL	Current employment
QUINCY WELLS ADVISORS, LLC	Independent wealth	May 26, 2020	Dec 31, 2021	no	Wilmington, NC	Previous registration
BLUESKYE INVESTMENT ADVISERS, LLC	State registered	Aug 13, 2019	Mar 16, 2020	no	Wilmington, NC\|ORLANDO, FL	Previous registration
MADISON AVENUE SECURITIES, LLC	Bd affiliated wealth	May 2, 2018	May 2, 2018	no	Delray Beach, FL\|SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
SINGER WEALTH ADVISORS INC.	Former SEC adviser	Aug 3, 2017	Mar 27, 2018	no	BOCA RATON, FL	Previous registration
GREEN LANE CAPITAL ADVISORS, LLC	n/a	Jul 21, 2016	Apr 5, 2017	no	Wilmington, NC	Previous registration
ABACUS WEALTH PARTNERS	Independent wealth	Sep 7, 2012	Feb 1, 2016	no	SANTA MONICA, CA	Previous registration
MUTUAL SERVICE CORPORATION	n/a	Jan 8, 2008	Aug 21, 2008	no	WEST PALM BEACH, FL\|PHOENIXVILLE, PA	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
BLUESKYE INVESTMENT ADVISERS, LLC	QUINCY WELLS ADVISORS, LLC	Mar 16, 2020	May 26, 2020	71	Firm change	Other
MADISON AVENUE SECURITIES, LLC	BLUESKYE INVESTMENT ADVISERS, LLC	May 2, 2018	Aug 13, 2019	468	Firm change after gap	RIA to state RIA
SINGER WEALTH ADVISORS INC.	MADISON AVENUE SECURITIES, LLC	Mar 27, 2018	May 2, 2018	36	Firm change	RIA to RIA
GREEN LANE CAPITAL ADVISORS, LLC	SINGER WEALTH ADVISORS INC.	Apr 5, 2017	Aug 3, 2017	120	Firm change	Other
ABACUS WEALTH PARTNERS	GREEN LANE CAPITAL ADVISORS, LLC	Feb 1, 2016	Jul 21, 2016	171	Firm change	Other
MUTUAL SERVICE CORPORATION	ABACUS WEALTH PARTNERS	Aug 21, 2008	Sep 7, 2012	1,478	Firm change after gap	Other

Relationships

Registered with (7)

→ QUINCY WELLS ADVISORS, LLCRegistered adviserregistration: previous registration
May 26, 2020 to Dec 31, 2021factForm ADV
→ BLUESKYE INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
Aug 13, 2019 to Mar 16, 2020factForm ADV
→ MADISON AVENUE SECURITIES, LLCRegistered adviserregistration: previous registration
May 2, 2018 to May 2, 2018factForm ADV
→ SINGER WEALTH ADVISORS INC.Registered adviserregistration: previous registration
Aug 3, 2017 to Mar 27, 2018factForm ADV
→ GREEN LANE CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 21, 2016 to Apr 5, 2017factForm ADV
→ ABACUS WEALTH PARTNERSRegistered adviserregistration: previous registration
Sep 7, 2012 to Feb 1, 2016factForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Jan 8, 2008 to Aug 21, 2008factForm ADV

Dated events

No dated event names this entity yet.