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.

Current firm

UNITED ADVISOR GROUP

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

Feb 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Jun 2, 2022

First registration

Jul 22, 2022

Dual registered

no

Other names

KATHLEEN COOLEY|MAEGAN KATHLEEN COOLEY

IAPD individual key

6120106

• Occurred

  Oct 22, 2024
  Advisor changed firm

  Maegan Kathleen Bauman left Scf Investment Advisors, Inc. for United Advisor Group (registered 2024-10-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ccd7d594-55ea-47a2-dbc4-12ac7a4799bf

First observed

Jul 22, 2022

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.