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
Robert B Scott
Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Robert Boyde Scott
At current firm
7 y
since Aug 29, 2019
In the industry
36 y
since Aug 1, 1990 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Accurate Wealth Management, LLC independent RIA currentsince Aug 29, 2019 · Wesley Chapel, Fl
- Truadvice LLC formerMay 23, 2018 to Feb 10, 2020 · Brentwood, Tn
- Global Financial Private Capital, Inc. formerJan 19, 2011 to May 31, 2018 · Franklin, Tn
- Kalos Management formerMar 20, 2006 to Apr 25, 2006 · Brentwood, Tn
Moves
a registration end followed by a registration begin elsewhere
- Truadvice LLC to Accurate Wealth Management, LLCleft Feb 10, 2020, registered Aug 29, 2019 (-165 days) · RIA to RIA
- Global Financial Private Capital, Inc. to Truadvice LLCleft May 31, 2018, registered May 23, 2018 (-8 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Kalos Management to Global Financial Private Capital, Inc.left Apr 25, 2006, registered Jan 19, 2011 (1730 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
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address