DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at UNITED ADVISOR GROUP
SAFFORD, AZ | CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| UNITED ADVISOR GROUP | Independent wealth | Oct 16, 2024 | n/a | yes | SAFFORD, AZ|CINCINNATI, OH | Current employment |
| SCF INVESTMENT ADVISORS, INC. | Former SEC adviser | Jan 11, 2022 | Nov 4, 2024 | no | SAN DIEGO, CA|SAFFORD, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCF INVESTMENT ADVISORS, INC. | UNITED ADVISOR GROUP | Nov 4, 2024 | Oct 16, 2024 | -19 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123608:324205:AZ:2024-10-22 | Nov 4, 2024 | Oct 16, 2024 | SAFFORD, AZ | Firm change |