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S•••• L••••••• Z••••
- Title
- F••••••, K••• W••••• M•••••••••reportedkeelwealth.comfirm site, Sep 15, 2026
- Founder
- “S•••• Z•••• — F••••••, K••• W••••• M••••••••• – K••• W••••• M•••••••••”reportedkeelwealth.comthe sentence on the bio page
- Professional profile
- linkedin.com/in/scott-zodin-1940b037reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- keelwealth.com/scott-zodinreportedkeelwealth.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/scott-zodin-1940b037reportedkeelwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- K••• W••••• M••••••••• L•• mixed wealth currentsince Dec 6, 2016 · Austin, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 20, 2011 to Nov 28, 2016 · Austin, Tx
- M••••• S•••••• wirehouseJun 1, 2009 to Feb 17, 2011 · Austin, Tx
- C•••••••• G••••• M•••••• I••• BD affiliatedFeb 21, 2006 to Jun 1, 2009 · Austin, Tx
- L••• M•••• W••• W•••••• I••••••••• unclassifiedApr 13, 2001 to Feb 21, 2006 · Austin, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to K••• W••••• M••••••••• L••left Nov 28, 2016, registered Dec 6, 2016 (8 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Feb 17, 2011, registered Jan 20, 2011 (-28 days) · Wirehouse to wirehouse
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- L••• M•••• W••• W•••••• I••••••••• to C•••••••• G••••• M•••••• I•••left Feb 21, 2006, registered Feb 21, 2006 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address