DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Scott Adair Wood
Feed of 09/14/2026
Also filed as Scott Adair Wood
At current firm
9 y
since May 9, 2017
In the industry
34 y
since Feb 24, 1992 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- True North Advisors, LLC independent RIA currentsince May 9, 2017 · Dallas, Tx
- American Securities Group, Inc. unclassifiedMay 30, 2006 to Nov 1, 2006 · Dallas, Tx
- True North Advisors, LLC independent RIANov 16, 2001 to Dec 31, 2016 · Dallas, Tx
- Lockwood Financial Services, Inc. unclassifiedJul 26, 1996 to Jul 8, 2003 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- True North Advisors, LLC to American Securities Group, Inc.left Dec 31, 2016, registered May 30, 2006 (-3868 days) · Other · moved with a team
- American Securities Group, Inc. to True North Advisors, LLCleft Nov 1, 2006, registered May 9, 2017 (3842 days) · Other
- Lockwood Financial Services, Inc. to True North Advisors, LLCleft Jul 8, 2003, registered Nov 16, 2001 (-599 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address