Scott A. Conroy

What changed

Shifted to a newly created role leading Carson Group's independent segment, which includes about a third of the advisor force.

Reported / discovered

Aug 17, 2026

Effective

Not reported

New role

Leader of Independent Group

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

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

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.