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
Scarlott Leigh Cagle
Certified Financial Planner
Feed of 09/14/2026
At current firm
13 y
since Jan 7, 2013
In the industry
23 y
since Mar 7, 2003 (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
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealthcare Capital Management LLC independent RIA currentsince Jan 7, 2013 · Richmond, Va
- Summit Wealth Management, Inc formerJul 3, 2007 to Dec 12, 2012 · Atlanta, Ga
- Summit Wealth Management,Inc unclassifiedApr 7, 2005 to Aug 17, 2006 · Alpharettea, Ga
- Horizons Financial Advisors Inc unclassifiedMar 7, 2003 to Jul 6, 2004 · Alpharetta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Summit Wealth Management, Inc to Wealthcare Capital Management LLCleft Dec 12, 2012, registered Jan 7, 2013 (26 days) · Other
- Summit Wealth Management,Inc to Summit Wealth Management, Incleft Aug 17, 2006, registered Jul 3, 2007 (320 days) · Other
- Horizons Financial Advisors Inc to Summit Wealth Management,Incleft Jul 6, 2004, registered Apr 7, 2005 (275 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address