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RIA / WealthAdvisorCertified Financial Planner17 years in industry

SCOTT ALLEN UDKLER

Advisor at PROMUS ADVISORS

DALLAS, TX

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Search this name across graphsid dfx:ria:e4ddcff1-82d7-373a-9251-886842750ecf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 9, 2011 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: PROMUS ADVISORS
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: Jan 16, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 16, 2009
First registration: Aug 9, 2011
Dual registered: no
IAPD individual key: 5508273

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
PROMUS ADVISORS	Independent wealth	Feb 27, 2026	n/a	yes	DALLAS, TX	Current employment
FIFIT LLC	Former SEC adviser	Mar 19, 2020	Apr 14, 2026	no	MONTGOMERY, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 30, 2016	Mar 9, 2020	no	Houston, TX\|Sugar Land, TX\|Houston, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Feb 19, 2016	Jun 2, 2016	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|SUGAR LAND, TX	Previous registration
Ufs	n/a	Sep 28, 2015	Feb 11, 2016	no	KATY, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Aug 9, 2011	Sep 10, 2015	no	KATY, TX\|SUGAR LAND, TX\|SUGAR LAND, TX\|KATY, TX	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
FIFIT LLC	PROMUS ADVISORS	Apr 14, 2026	Feb 27, 2026	-46	Firm change after gap	RIA to RIA
CHARLES SCHWAB & CO., INC.	FIFIT LLC	Mar 9, 2020	Mar 19, 2020	10	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	CHARLES SCHWAB & CO., INC.	Jun 2, 2016	Jun 30, 2016	28	Firm change	Wirehouse to ibd
Ufs	J.P. MORGAN SECURITIES LLC	Feb 11, 2016	Feb 19, 2016	8	Firm change	Other
STRATEGIC ADVISERS LLC	Ufs	Sep 10, 2015	Sep 28, 2015	18	Firm change	Other

Relationships

Registered with (6)

→ PROMUS ADVISORSRegistered adviserregistration: current employment
Feb 27, 2026 to presentfactForm ADV
→ FIFIT LLCRegistered adviserregistration: previous registration
Mar 19, 2020 to Apr 14, 2026factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 30, 2016 to Mar 9, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Feb 19, 2016 to Jun 2, 2016factForm ADV
→ UFSRegistered adviserregistration: previous registration
Sep 28, 2015 to Feb 11, 2016factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Aug 9, 2011 to Sep 10, 2015factForm ADV

Dated events

Occurred
Apr 14, 2026
Advisor changed firm
Scott Allen Udkler left Fifit Llc for Promus Advisors (registered 2026-02-27)
Form ADVobserved 5 days ago