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
Philip Michael Scholler
Feed of 09/15/2026
At current firm
11 y
since Sep 3, 2015
In the industry
26 y
since Dec 23, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Vanderbilt Advisory Services BD affiliated currentsince Sep 3, 2015 · Woodbury, Ny
- Girard Securities, Inc. formerApr 9, 2013 to Aug 3, 2015 · San Diego, Ca
- Nationwide Securities, LLC no RAUMAug 1, 2008 to Mar 26, 2013 · Columbus, Oh
- 1717 Capital Management Company unclassifiedJul 5, 2007 to Aug 1, 2008 · Groveport, Oh
- UBS Financial Services Inc. wirehouseJul 22, 2002 to Jan 8, 2007 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- Girard Securities, Inc. to Vanderbilt Advisory Servicesleft Aug 3, 2015, registered Sep 3, 2015 (31 days) · Other
- Nationwide Securities, LLC to Girard Securities, Inc.left Mar 26, 2013, registered Apr 9, 2013 (14 days) · Other
- 1717 Capital Management Company to Nationwide Securities, LLCleft Aug 1, 2008, registered Aug 1, 2008 (0 days) · corporate re-registration, not a move
- UBS Financial Services Inc. to 1717 Capital Management Companyleft Jan 8, 2007, registered Jul 5, 2007 (178 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address