Scott Jay Roberts

Current Employers

Employment History

• 09/1995 → Present
  Vergepointe Llp
  Lake Oswego, OR
• 09/2009 → Present
  Vergepointe Wealth Management, Llc
  Lake Oswego, OR

Previous Registrations

• 2003-08-04 → 2009-11-23
  Kms Financial Services, Inc.
  Portland, OR
  Lake Oswego, OR
• 2003-01-16 → 2003-05-23
  Veravest Investment Advisors, Inc.
  Portland, OR

Other Businesses

(1) VERGEPOINTE TRANSACTIONS, LLC; LAKE OSWEGO, OR; M&A ASSET SALES AND OTHER CONSULTING; MANAGING DIRECTOR; NORMAL BUSINESS HOURS WHICH VARY AND COMPENSATION BASED ON ENGAGEMENT. (2) VERGEPOINTE, LLP; LAKE OSWEGO, OR; CPA AND CONSULTING FIRM; NON-SECURITIES BUSINESS; HOURS VARY. (3) VERGEPOINTE CAPITAL, LLC; LAKE OSWEGO, OR; GENERAL PARTNER FOR VARIOUS PRIVATE BUSINESS; HOLDING COMPANY FOR PRIVATE EQUITY INVESTMENTS; HOURS VARY. (4) BOARD OF DIRECTORS OF ALLSTAR MAGNETICS, LLC, IMPACT ELECTRONIC SOLUTIONS, INC., ESAM, INC., BAY COMPUTER ASSOCIATES, INC., WILLIAM HENRY, LLC, TANNER GOODS, LLC, SILICON FOREST ELECTRONICS, INC., ENGLANDER ENTERPRISES, INC., AND COASTAL CONNECTIONS, INC. ON THE BOARD OF DIRECTORS OF FRIENDZY, INC. ON THE COUNCIL BOARD FOR EAST HILL CHURCH. (5) SMC BUILDING LLC -&- FIFTEEN 400, LLC; LAKE OSWEGO, OR; LLC MEMBER; OFFICE RENTAL 15400 BOONES FERRY ROAD, LAKE OSWEGO; NOT INVESTMENT-RELATED; START DATE: 12/2024; 1-2 HOURS PER MONTH; SUPERVISOR. *THESE ACTIVITIES DO NOT INTERFERE WITH VERGEPOINTE WEALTH MANAGEMENT RESPONSIBILITIES.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-21

Other Names

• Scott J Roberts