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 Mitchell Boyd
Feed of 09/15/2026
Also filed as Scott M Boyd
At current firm
0 y
since Aug 3, 2026
In the industry
20 y
since Oct 3, 2005 (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
S66, 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
- Lincoln Investment independent RIA currentsince Aug 3, 2026 · Haddon Twp., Nj
- Valic Financial Advisors, Inc. BD affiliatedOct 29, 2014 to Aug 13, 2026 · Berkeley Heights, Nj
- Ameriprise Financial Services, LLC national BDAug 19, 2013 to Aug 12, 2014 · Marlton, Nj
- Pnc Wealth Management BD affiliatedJan 31, 2013 to Apr 22, 2013 · Voorhees, Nj
- E*Trade Capital Management, LLC formerNov 13, 2009 to Sep 5, 2012 · Arlington, Va
Moves
a registration end followed by a registration begin elsewhere
- Valic Financial Advisors, Inc. to Lincoln Investmentleft Aug 13, 2026, registered Aug 3, 2026 (-10 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Ameriprise Financial Services, LLC to Valic Financial Advisors, Inc.left Aug 12, 2014, registered Oct 29, 2014 (78 days) · Other
- Pnc Wealth Management to Ameriprise Financial Services, LLCleft Apr 22, 2013, registered Aug 19, 2013 (119 days) · Other
- E*Trade Capital Management, LLC to Pnc Wealth Managementleft Sep 5, 2012, registered Jan 31, 2013 (148 days) · Other
Signals
- Scott Mitchell Boyd left Valic Financial Advisors, Inc. for Lincoln Investment (registered 2026-08-03)Aug 13, 2026 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address