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 William Blaney
Certified Financial Planner
Feed of 09/14/2026
At current firm
0 y
since Jan 20, 2026
In the industry
26 y
since Feb 29, 2000 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Secure Investment Management, LLC independent RIA currentsince Jan 20, 2026 · Tucson, Az
- Osaic Wealth, Inc. BD affiliatedJun 14, 2024 to Dec 18, 2025 · Los Angeles, Ca
- Securities America Advisors, Inc. formerJan 23, 2023 to Jun 14, 2024 · Los Angeles, Ca
- Capital Client Group, Inc. no RAUMOct 25, 2013 to Feb 10, 2017 · Irvine, Ca
- LPL Financial LLC BD affiliatedJul 3, 2013 to Oct 22, 2013 · Newport Beach, Ca
- Benefit Financial Services Group independent RIAJan 18, 2013 to Mar 11, 2013 · Irvine, Ca
- Planmember Securities Corporation independent RIAOct 13, 2006 to Jul 24, 2008 · Dana Point, Ca
- Planmember Securities Corporation independent RIAMay 3, 2005 to Mar 14, 2006 · Carpinteria, Ca
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Secure Investment Management, LLCleft Dec 18, 2025, registered Jan 20, 2026 (33 days) · Affiliated broker-dealer or bank to independent RIA
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- Capital Client Group, Inc. to Securities America Advisors, Inc.left Feb 10, 2017, registered Jan 23, 2023 (2173 days) · Other
- LPL Financial LLC to Capital Client Group, Inc.left Oct 22, 2013, registered Oct 25, 2013 (3 days) · Other
- Benefit Financial Services Group to LPL Financial LLCleft Mar 11, 2013, registered Jul 3, 2013 (114 days) · Other
- Planmember Securities Corporation to Benefit Financial Services Groupleft Jul 24, 2008, registered Jan 18, 2013 (1639 days) · Other
Signals
- Scott William Blaney left Osaic Wealth, Inc. for Secure Investment Management, Llc (registered 2026-01-20)Dec 18, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address