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 Matthew Molina
Feed of 09/15/2026
Also filed as Scott Molina
At current firm
2 y
since Jan 26, 2024
In the industry
20 y
since Nov 16, 2005 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Services Network independent RIA currentsince Jan 26, 2024 · Wheeling, Wv
- United Brokerage Services Inc BD affiliatedFeb 7, 2013 to Feb 16, 2024 · Wheeling, Wv
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMay 26, 2011 to Sep 20, 2012 · Zanesville, Oh
Moves
a registration end followed by a registration begin elsewhere
- United Brokerage Services Inc to Advisory Services Networkleft Feb 16, 2024, registered Jan 26, 2024 (-21 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to United Brokerage Services Incleft Sep 20, 2012, registered Feb 7, 2013 (140 days) · Other
Signals
- Scott Matthew Molina left United Brokerage Services Inc for Advisory Services Network (registered 2024-01-26)Feb 16, 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address