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.

Advisor moves

Departures from Scf Investment Advisors, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Brian Keith MoonScf Investment Advisors, Inc. otherToro Bravo Investment Advisors, LLC state registeredOtherMar 7, 2018Mar 5, 2018
Kimberly Diane Tucker-KnottsScf Investment Advisors, Inc. otherKim Knotts, Ria state registeredOtherDec 26, 2017Nov 3, 2025 (2869 d)
Michael Ryan HughesScf Investment Advisors, Inc. otherThe Hughes Group Wealth Management Partners LLC unclassifiedOtherNov 29, 2017May 7, 2018 (159 d)
Paul Woodson AbeleScf Investment Advisors, Inc. otherUnited Planners' Financial Services Of America A Limited Partner otherOtherJul 12, 2017Jul 20, 2017
Todd Victor VandenburgScf Investment Advisors, Inc. otherVandenburg Capital Management state registeredOtherMar 14, 2017Mar 14, 2017
Muhammad Mubashir SubhaniScf Investment Advisors, Inc. otherToro Bravo Investment Advisors, LLC state registeredOtherJan 18, 2017Aug 11, 2017 (205 d)
John Danh NguyenScf Investment Advisors, Inc. otherCrown Capital Securities, L.P. otherOtherNov 10, 2016Nov 14, 2016
Jeffrey Martin DeuelScf Investment Advisors, Inc. otherInfinity Financial Services unclassifiedOtherNov 7, 2016Nov 11, 2016
Christopher Edward KolkerScf Investment Advisors, Inc. otherBay Colony Advisors otherOtherSep 23, 2016Sep 14, 2016
Larry SfinasScf Investment Advisors, Inc. otherUnited Planners' Financial Services Of America A Limited Partner otherOtherAug 26, 2016Sep 26, 2016 (31 d)
Sandy BrownScf Investment Advisors, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 17, 2016Jul 12, 2017 (421 d)
Cletus Enyinia EmeziemScf Investment Advisors, Inc. otherCme Strategic Wealth Management state registeredOtherNov 11, 2015Dec 20, 2021 (2231 d)
Alexander AmundsonScf Investment Advisors, Inc. otherRegency Investment Advisors Inc otherOtherSep 28, 2015Feb 4, 2016 (129 d)
Ryan Jonathan ShererScf Investment Advisors, Inc. otherSandlapper Wealth Management, LLC otherOtherJun 19, 2015Jun 19, 2015
Timothy John ShererScf Investment Advisors, Inc. otherSandlapper Wealth Management, LLC otherOtherJun 19, 2015Jun 23, 2015
Andrew Paul KirchnerScf Investment Advisors, Inc. otherFdx Advisors, Inc. otherOtherApr 30, 2015Dec 4, 2015 (218 d)
Gregory David JardineScf Investment Advisors, Inc. otherJardine Financial Group state registeredOtherApr 28, 2015Jun 10, 2015 (43 d)
Charles Fredrick DiniseScf Investment Advisors, Inc. otherForesters Equity Services, Inc. otherOtherFeb 25, 2015Mar 2, 2015
Richard Clayton PogueScf Investment Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherOct 24, 2014Jan 19, 2015 (87 d)
Brian Joseph MockScf Investment Advisors, Inc. otherIp Financial Advisory Services LLC independent RIAOtherOct 28, 2013Feb 12, 2020 (2298 d)
Craig W PetrellaScf Investment Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherOct 14, 2013Apr 2, 2014 (170 d)
Stewart Jay WeissmanScf Investment Advisors, Inc. otherLaurel Wealth Advisors, Inc. otherOtherAug 21, 2013Sep 16, 2013
David Morgan BrennerScf Investment Advisors, Inc. otherD. M. Brenner, Inc. independent RIAOtherMay 17, 2013Feb 13, 2017 (1368 d)
Michael Steven GinsbergScf Investment Advisors, Inc. otherGinsberg Financial Strategies state registeredOtherMar 30, 2012Apr 2, 2012
Baron Thomas WillisScf Investment Advisors, Inc. otherMonticello Investment Services, Inc. otherOtherNov 30, 2011May 14, 2012 (166 d)
David Robert KemptonScf Investment Advisors, Inc. otherCatalina Capital Group, LLC independent RIAOtherNov 29, 2010May 18, 2021 (3823 d)
Mark Allen TownsendScf Investment Advisors, Inc. otherScf Securities, Inc. unclassifiedOtherJul 9, 2010Jun 15, 2005
Jason Jitsuro YamamotoScf Investment Advisors, Inc. otherPartners Capital Services, Inc. otherOtherMay 3, 2010May 3, 2010
Kristian Lars BlomScf Investment Advisors, Inc. otherBlom Levy & Co., LLC state registeredOtherApr 12, 2010May 11, 2011 (394 d)
Jason Patrick WeaverScf Investment Advisors, Inc. otherB.O.S.S. Retirement Advisors, LLC independent RIAOtherNov 30, 2009Sep 9, 2024 (5397 d)
Mark Dwayn SharpScf Investment Advisors, Inc. otherMark Sharp Retirement state registeredOtherNov 30, 2009Mar 31, 2017 (2678 d)
Corbin Wade KrellScf Investment Advisors, Inc. otherSii Investments, Inc. otherOtherAug 27, 2008Sep 15, 2008
Shawn Michael LoddyScf Investment Advisors, Inc. otherRegal Advisory Services, Inc. otherOtherNov 30, 2007Nov 21, 2007
Jack Randy FawcettScf Investment Advisors, Inc. otherGwn Securities Inc. otherOtherSep 13, 2007Sep 10, 2009 (728 d)
Ray Wook KimScf Investment Advisors, Inc. otherPrivate Asset Advisors, Inc. unclassifiedOtherJun 1, 2007May 21, 2007
Gilbert ArevalosScf Investment Advisors, Inc. otherMsi Financial Services, Inc. otherOtherFeb 9, 2005Sep 6, 2007 (939 d)
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156 moves match.