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RIA / WealthAdvisor22 years in industry

SCOTT A SCHECHINGER

Advisor at RELATION WEALTH MANAGEMENT, INC.

Tampa, FL | TULSA, OK

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 25, 2004 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: RELATION WEALTH MANAGEMENT, INC.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 9, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 9, 2004
First registration: Mar 25, 2004
Dual registered: no
Other names: SCOTT A SCHECHINGER|Scott Schechinger
IAPD individual key: 4724573

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
RELATION WEALTH MANAGEMENT, INC.	Mixed wealth	Apr 24, 2026	n/a	yes	TULSA, OK\|Tampa, FL	Current employment
TOWERS WATSON INVESTMENT SERVICES, INC.	Institutional manager	Nov 14, 2024	Jun 11, 2026	no	Tampa, FL\|CHICAGO, IL	Previous registration
WILLIS TOWERS WATSON SECURITIES, LLC	Former SEC adviser	Dec 21, 2022	Jan 5, 2024	no	NEW YORK, NY\|Tampa, FL	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Aug 19, 2021	Sep 18, 2023	no	Tampa, FL\|AUSTIN, TX\|New York, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 31, 2007	Aug 6, 2021	no	TAMPA, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 13, 2005	Mar 26, 2007	no	TAMPA, FL\|TAMPA, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 25, 2004	Dec 15, 2004	no	DURHAM, NC	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
TOWERS WATSON INVESTMENT SERVICES, INC.	RELATION WEALTH MANAGEMENT, INC.	Jun 11, 2026	Apr 24, 2026	-48	Firm change after gap	Other
WILLIS TOWERS WATSON SECURITIES, LLC	TOWERS WATSON INVESTMENT SERVICES, INC.	Jan 5, 2024	Nov 14, 2024	314	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	WILLIS TOWERS WATSON SECURITIES, LLC	Sep 18, 2023	Dec 21, 2022	-271	Firm change after gap	Other
WELLS FARGO ADVISORS	KESTRA ADVISORY SERVICES, LLC	Aug 6, 2021	Aug 19, 2021	13	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Mar 26, 2007	May 31, 2007	66	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Dec 15, 2004	Jul 13, 2005	210	Firm change	Other

Relationships

Registered with (7)

→ RELATION WEALTH MANAGEMENT, INC.Registered adviserregistration: current employment
Apr 24, 2026 to presentfactForm ADV
→ TOWERS WATSON INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 14, 2024 to Jun 11, 2026factForm ADV
→ WILLIS TOWERS WATSON SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 21, 2022 to Jan 5, 2024factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 19, 2021 to Sep 18, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 31, 2007 to Aug 6, 2021factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 13, 2005 to Mar 26, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 25, 2004 to Dec 15, 2004factForm ADV

Dated events

Occurred
Jun 11, 2026
Advisor changed firm
Scott A Schechinger left Towers Watson Investment Services, Inc. for Relation Wealth Management, Inc. (registered 2026-04-24)
Form ADVobserved 4 days ago
Occurred
Jan 5, 2024
Advisor changed firm
Scott A Schechinger left Willis Towers Watson Securities, Llc for Towers Watson Investment Services, Inc. (registered 2024-11-14)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2023
Advisor changed firm
Scott A Schechinger left Kestra Advisory Services, Llc for Willis Towers Watson Securities, Llc (registered 2022-12-21)
Form ADVobserved 4 days ago