Team move
Great Scott Financial Services
Commonwealth/LPL Financial → Kintra Wealth, LLC
What changed
Led Great Scott Financial Services, a six-person Bethlehem, Pa. team with $355M in client assets, from Commonwealth/LPL to Kintra Wealth as partner and senior wealth advisor.
- Reported / discovered
- Oct 23, 2026
- Effective
- Not reported
- New role
- Partner and Senior Wealth Advisor
- Previous role
- Not reported
- Market
- Bethlehem, PA
- Reported book
- $355M
- Reported team size
- 6 people
- Named people
- 2
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement — Alts ↗Oct 23, 2026 · Reporting
WealthManagement.com ↗Oct 23, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
6 observations consolidated into one event.
Oct 25, 2026Source evidence reconciled
Oct 25, 2026Source evidence reconciled