Scott Eugene Monson

Current Employers

Missionsquare Wealth Management

777 North Capitol Street, Ne, Washington, DC 20002 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-03-06

UT RA
APPROVED

Since 2026-03-06

Branch Locations

Murrieta, CA • United States

Saratoga Springs, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services, Inc.	Salt Lake City	UT	06/1996	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present

06/1996 → Present

Fidelity Brokerage Services, Inc.

Salt Lake City, UT
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA

Previous Registrations

2022-02-01 → 2026-03-06

Missionsquare Retirement

Washington, DC

Saratoga Springs, UT
2018-07-13 → 2022-01-10

Fidelity Personal And Workplace Advisors

Boston, MA
2001-01-26 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

Salt Lake City, UT

Other Businesses

Name: Kaplan Test Prep Industries. Non-investment related. Address: 750 Third Avenue, New York, NY 10017. Nature of business: Professional Certification Test Prep Courses. Position: Instructor. Start Date: 05/18/2023. Number of hours per month devoted to other business: 4; during securities trading hours 0. Duties: Teach test prep courses for CFP exam.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-11-03
S63	Uniform Securities Agent State Law Examination	1996-06-21

S66 Uniform Combined State Law Examination

2000-11-03
S63 Uniform Securities Agent State Law Examination

1996-06-21

Designations

View on SEC IAPD