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
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Seth Perry | Primerica Advisors national BD | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2024 | Dec 9, 2024 |
| Frank Edward Lee | Northwestern Mutual Investment Services,LLC no RAUM | Scf Investment Advisors, Inc. BD affiliated | Other | Jun 21, 2024 | Jul 10, 2024 |
| Dustin Weaver | Bolthouse Investment Management Services mixed wealth | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 2, 2024 | May 13, 2024 |
| Carisa Bertrand | New Millennium Group independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 7, 2024 | Feb 7, 2024 |
| Gregory A Willibey | J.P. Morgan Securities LLC wirehouse | Scf Investment Advisors, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 6, 2023 | Mar 25, 2024 (140 d) |
| Daniel Thomas Bresson | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jul 18, 2023 |
| James Alexander Sayas | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2023 | Jul 17, 2023 |
| Christopher Wacker | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jul 18, 2023 |
| Gregory G Nelson | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2023 | Jul 17, 2023 |
| David Madey Grzesk | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2023 | Jul 17, 2023 |
| Robert V Du Charme | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2023 | Jul 17, 2023 |
| Michael Vandenlangenberg Ducharme | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2023 | Jul 17, 2023 |
| Maxwell Marc Boehm | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2023 | Jul 17, 2023 |
| Branden Ducharme | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2023 | Jul 17, 2023 |
| Arrow Corpus | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2023 | Jul 17, 2023 |
| Randall Clifford Barnes | Transamerica Financial Advisors, LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 25, 2023 | May 25, 2023 |
| Bryan Alan Leinart | Heritage Wealth Management, LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 10, 2023 | May 9, 2023 |
| Khrista Mcwhorter | Northwestern Mutual Investment Services,LLC no RAUM | Scf Investment Advisors, Inc. BD affiliated | Other | Dec 21, 2022 | Aug 6, 2024 (594 d) |
| Donald D Dalton | Keenan Financial independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 11, 2022 | Jan 6, 2023 (87 d) |
| Zachary Engraff | Osaic Fs, Inc. BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2022 | Oct 20, 2022 |
| Ryan Guth | Edward Jones national BD | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2022 | Jul 15, 2022 |
| Patrick T Duffy | First Financial Equity Corporation BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2022 | Mar 31, 2022 |
| Matthew Robert Westberry | LPL Financial LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2022 | Mar 1, 2022 |
| Stephen Derengowski | Primerica Advisors national BD | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2022 | Apr 13, 2022 (43 d) |
| Jason Lewis Wiseman | Transamerica Financial Advisors, LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2021 | Dec 21, 2021 |
| Thomas James Dettore | LPL Financial LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 13, 2021 | Nov 12, 2021 |
| Christopher James Zuaro | First Command Advisory Services BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2021 | Dec 1, 2021 |
| Jayson Patrick O'Connor | Kraft Asset Management, LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2021 | Dec 10, 2021 |
| Philip John Dettore | Kestra Advisory Services, LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2021 | Nov 9, 2021 |
| John Lawrence Russo | LPL Financial LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2021 | Jul 26, 2024 (1011 d) |
| Pamela Sue Harrison | Bfc Planning, Inc. BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2021 | Aug 10, 2021 |
| Richard A Yemm | Securities America Advisors, Inc. BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2021 | Aug 3, 2021 |
| Matthew Ray Haile | Northwestern Mutual Investment Services,LLC no RAUM | Scf Investment Advisors, Inc. BD affiliated | Other | Apr 21, 2021 | May 26, 2021 (35 d) |
| Derek P Helman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Scf Investment Advisors, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 8, 2021 | Mar 8, 2021 |
| Tyrell Smith | LPL Financial LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 19, 2021 | Jan 7, 2022 (353 d) |
| Andre Ramirez | Packerland Brokerage Services, Inc. independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 23, 2020 | Dec 23, 2020 |
| Scott P Reiber | Packerland Brokerage Services, Inc. independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2020 | Dec 18, 2020 |
| Ria Gost | Axos Invest, Inc independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 7, 2020 | Mar 3, 2022 (451 d) |
| Robert Frederick Kays | Kms Financial Services, Inc BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2020 | Aug 31, 2020 |
| Mark Patrick Heck | Advisor Resource Council independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2020 | Jul 1, 2022 (854 d) |
| Stephanie Elaine Williams | Envestnet Pmc BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2019 | Jan 3, 2024 (1504 d) |
| Phillip Joseph Palmer | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2019 | Sep 6, 2019 |
| Bruce J Bryce | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2019 | Sep 6, 2019 |
| Nathan Kim Sorensen | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2019 | Sep 9, 2019 |
| Jeffrey Dale Brown | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2019 | Sep 9, 2019 |
| Kurt Clonts Castaneda | Global View Capital Management LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 1, 2019 | Sep 9, 2019 |
| Codie Tiffin | Cetera Investment Advisers LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2019 | Jul 30, 2019 |
| Anna L Wilkin | Td Ameritrade, Inc. no RAUM | Scf Investment Advisors, Inc. BD affiliated | Other | Jul 5, 2019 | Aug 28, 2019 (54 d) |
| Scott Martin Bresky | Concorde Asset Management, LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2019 | Jul 1, 2019 |
| Tonya Shyree White | Infinity Financial Services unclassified | Scf Investment Advisors, Inc. BD affiliated | Other | May 29, 2019 | May 16, 2019 |
| George Allen Yackey Jr | Ameriprise Financial Services, LLC national BD | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2019 | May 21, 2019 |
| John Kenneth Palmer | B. Riley Wealth Advisors, Inc. BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2019 | Jun 4, 2019 (41 d) |
| Sheryl Roselyn Johnson | LPL Financial LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 8, 2019 | Feb 8, 2019 |
| Erik Michael Johnson | LPL Financial LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 8, 2019 | Jan 29, 2019 |
| Derrick Girard | Sb Advisory, LLC BD affiliated | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2019 | Feb 11, 2019 |
| Pamela G Miller-Gonzales | Integral Wealth Management independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 7, 2018 | Dec 11, 2018 |
| John Anson Calhoun | Variant Private Wealth LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 5, 2018 | Sep 26, 2018 |
| Glenn Roy Gardner | Next Financial Group, Inc. independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2018 | Aug 24, 2018 |
| Michael Joseph Howell | LPL Financial LLC independent RIA | Scf Investment Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2018 | Jul 26, 2018 |
| James Cameron | Roush Investments, LLC other | Scf Investment Advisors, Inc. BD affiliated | Other | Jul 23, 2018 | Mar 12, 2019 (232 d) |
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166 moves match.