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 Andrew Birmingham

Redw Wealth LLCmixed wealthAlbuquerque, Nm IA-onlyIAPD 3272484

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

At current firm

1 y

since Oct 28, 2024

In the industry

24 y

since Sep 21, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Redw Wealth LLC mixed wealth current
since Oct 28, 2024 · Albuquerque, Nm
Wealth Enhancement Advisory Services, LLC BD affiliated
Jan 4, 2024 to Mar 12, 2024 · Franklin, Tn
Asset Management Resources, LLC former
May 1, 2019 to Jan 9, 2024 · Hyannis, Ma
Advice And Planning Services BD affiliated
May 15, 2007 to Sep 26, 2012 · Boston, Ma
The Advisors Group, Inc. unclassified
Jun 12, 2003 to Sep 16, 2003 · Norwell, Ma
Veravest Investment Advisors, Inc. unclassified
Sep 21, 2001 to Jan 3, 2003 · Waltham, Ma

Moves

a registration end followed by a registration begin elsewhere

Wealth Enhancement Advisory Services, LLC to Redw Wealth LLC
left Mar 12, 2024, registered Oct 28, 2024 (230 days) · RIA to RIA
Asset Management Resources, LLC to Wealth Enhancement Advisory Services, LLC
left Jan 9, 2024, registered Jan 4, 2024 (-5 days) · RIA to RIA
Advice And Planning Services to Asset Management Resources, LLC
left Sep 26, 2012, registered May 1, 2019 (2408 days) · Other
The Advisors Group, Inc. to Advice And Planning Services
left Sep 16, 2003, registered May 15, 2007 (1337 days) · Other
Veravest Investment Advisors, Inc. to The Advisors Group, Inc.
left Jan 3, 2003, registered Jun 12, 2003 (160 days) · Other

Signals

Scott Andrew Birmingham left Wealth Enhancement Advisory Services, Llc for Redw Wealth Llc (registered 2024-10-28)
Mar 12, 2024 · Advisor changed firm · fact
Scott Andrew Birmingham left Asset Management Resources, Llc for Wealth Enhancement Advisory Services, Llc (registered 2024-01-04)
Jan 9, 2024 · Advisor changed firm · fact

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: Wealth manager with institutional or fund businessderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address