Scott Allen Gidley

Current Employers

Employment History

• 12/2006 → Present
  United Planners' Financial Services Of America
  Scottsdale, AZ
• 09/1997 → Present
  Austin Financial Strategies
  Austin, TX
• 01/2016 → Present
  Charitable Financial Partners
  Fort Wayne, IN
• 08/2008 → Present
  Stavreti Scholarship, Inc.
  Fort Wayne, IN
• 02/1988 → Present
  Scott Gidley
  Austin, TX
• 01/2016 → Present
  Charitable Financial Partners
  Fort Wayne, IN
• 10/2021 → Present
  Medlakeway
  Austin, TX

Previous Registrations

• 2005-10-31 → 2007-01-08
  Osaic Services, Inc.
  Austin, TX
• 2003-07-31 → 2005-10-31
  Sunamerica Securities, Inc.
  Austin, TX
• 2002-06-25 → 2003-04-25
  Carillon Investments, Inc.
  Austin, TX
• 2001-10-17 → 2002-06-19
  Eastern Point Advisors Inc.
  Austin, TX

Other Businesses

1.) AUSTIN FINANCIAL STRATEGIES - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - AUSTIN, TX - SINCE 09/1997 - INVESTMENT RELATED 2.) CHARITABLE FINANCIAL PARTNERS - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SINCE 01/2016 - FORT WAYNE, IN - INVESTMENT RELATED 3.) STAVRETI SCHOLARSHIP, INC. - PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - FORT WAYNE, IN - SINCE 08/2008 - NOT INVESTMENT RELATED 4.) SCOTT GIDLEY - INSURANCE AGENT - NON-VARIABLE INSURANCE - AUSTIN, TX - SINCE 02/1988 - INVESTMENT RELATED 5.) MEDLAKEWAY - INSURANCE AGENT - DBA NAME FOR MARKETING PURPOSES - AUSTIN, TX - SINCE 10/2021 - INVESTMENT RELATED 6.) BUZZ DOERFFLER SCHOLARSHIP - PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - FORT WAYNE, IN - SINCE 02/2014 - NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-09
• S63 Uniform Securities Agent State Law Examination
  1988-06-16