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 Mccandless
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Scott A Mccandless
At current firm
0 y
since Oct 14, 2025
In the industry
14 y
since Sep 16, 2012 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Cx Institutional, LLC independent RIA currentsince Oct 14, 2025 · Auburn, In
- Mariner BD affiliatedOct 25, 2022 to Sep 25, 2025 · Plano, Tx
- Personal Capital Advisors Corporation formerAug 8, 2017 to Oct 26, 2022 · Dallas, Tx
- Edward Jones national BDFeb 27, 2017 to Aug 4, 2017 · Dallas, Tx
- Td Ameritrade, Inc. formerMay 2, 2014 to Mar 6, 2017 · Westlake, Tx
- Td Ameritrade Investment Management, LLC formerMay 1, 2014 to Mar 6, 2017 · Fort Worth, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 18, 2012 to Mar 20, 2014 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Mariner to Cx Institutional, LLCleft Sep 25, 2025, registered Oct 14, 2025 (19 days) · Affiliated broker-dealer or bank to independent RIA
- Personal Capital Advisors Corporation to Marinerleft Oct 26, 2022, registered Oct 25, 2022 (-1 days) · RIA to affiliated broker-dealer or bank
- Edward Jones to Personal Capital Advisors Corporationleft Aug 4, 2017, registered Aug 8, 2017 (4 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Mar 6, 2017, registered May 2, 2014 (-1039 days) · channel change inside one enterprise, not a move
- Td Ameritrade, Inc. to Edward Jonesleft Mar 6, 2017, registered Feb 27, 2017 (-7 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Td Ameritrade Investment Management, LLCleft Mar 20, 2014, registered May 1, 2014 (42 days) · Other
Signals
- Scott Mccandless added a CO registration at Cx Institutional, LlcSep 14, 2026 · New state registration · fact
- Scott Mccandless left Mariner for Cx Institutional, Llc (registered 2025-10-14)Sep 25, 2025 · Advisor changed firm · fact
- Scott Mccandless left Personal Capital Advisors Corporation for Mariner (registered 2022-10-25)Oct 26, 2022 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address