Scott Edward Montgomery

Current Employers

Employment History

• 10/1986 → Present
  Montgomery, Wiethorn, Burke, Mackinder & Dye, Cpa'S P.C.
  Farmington Hills, MI
• 10/1996 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI
• 02/2018 → 05/2023
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI
• 01/2023 → 03/2025
  Integrated Wealth Concepts, Llc
  Bloomfield Hills, MI
• 09/2010 → 05/2023
  Lpl Financial Llc
  Birmingham, MI
• 03/2025 → Present
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI

Previous Registrations

• 2023-01-03 → 2025-04-01
  Integrated Wealth Concepts Llc
  Bloomfield Hills, MI
• 2018-02-15 → 2023-05-17
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI
  West Chester, PA

Other Businesses

1) 1) Mr. Montgomery is dually registered as an investment advisor representative with WealthCare Advisory Partners LLC ("WCAP") and as a registered representative with LPL Financial LLC ("LPL Financial"). Business is conducted from 42714 Woodward Ave, B, Bloomfield Hills, MI 48304. Approximately 50% of Mr. Montgomery's time spent on registered activities is for services as an investment advisor representative of WCAP and the balance as a registered representative of LPL Financial. 2) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Montgomery, Wiethorn, Burke, Mackinder & Dye, CPA's P.C.; Not investment-related; 20704 Gill Rd, Farmington Hills, MI 48170; Certified Public Accountant; Tax and accounting services; Full-time, salaried position. 4) Wealthcare Management Services; Investment-related; Doing Business As ("DBA") name for investment advisory activities via Wealthcare Advisory Partners LLC; Investment Advisor Representative; Full-time position.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-10
• S63 Uniform Securities Agent State Law Examination
  1996-10-30