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.
Scott Robert Wesley
- Title
- Co-Founderreportedcanvaswealthadvisors.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.
- Canvas Wealth Advisors, LLC independent RIA currentsince Dec 13, 2019 · Shawnee, Ks
- Two West Capital Advisors LLC institutionalDec 19, 2018 to Jan 27, 2020 · Overland Park, Ks
- Mariner BD affiliatedJan 9, 2009 to Dec 13, 2018 · Overland Park, Ks
- Citigroup Global Markets Inc. BD affiliatedDec 13, 2002 to Jan 27, 2009 · Kansas City, Mo
- Morgan Stanley Dw Inc. unclassifiedApr 24, 2002 to Dec 18, 2002 · Kansas City, Mo
- Two West Capital Advisors LLC to Canvas Wealth Advisors, LLCleft Jan 27, 2020, registered Dec 13, 2019 (-45 days) · Other
- Mariner to Two West Capital Advisors LLCleft Dec 13, 2018, registered Dec 19, 2018 (6 days) · Other
- Citigroup Global Markets Inc. to Marinerleft Jan 27, 2009, registered Jan 9, 2009 (-18 days) · Other
- Morgan Stanley Dw Inc. to Citigroup Global Markets Inc.left Dec 18, 2002, registered Dec 13, 2002 (-5 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address