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Inactive

Scott Udall Fortney

Mariner

Park City, UT

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-11-02
  • UT RA
    APPROVED
    Since 2022-11-02

Branch Locations

1743 Sidewinder Drive 1St Floor, Park City, UT 84060 • 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
OrganizationCityStateFromTo
Reilly Financial Advisors, Llc Salt Lake City UT 11/2005 01/2022
Mariner Wealth Advisors Salt Lake City UT 10/2022 Present
Unemployed Park City UT 02/2022 09/2022
  • 11/2005 → 01/2022
    Reilly Financial Advisors, Llc
    Salt Lake City, UT
  • 10/2022 → Present
    Mariner Wealth Advisors
    Salt Lake City, UT
  • 02/2022 → 09/2022
    Unemployed
    Park City, UT
Previous Registrations
  • 2005-11-29 → 2022-01-03
    Reilly Financial Advisors
    Salt Lake City, UT
    Park City, UT
    La Mesa, CA
  • 2004-05-18 → 2005-12-31
    Guardian Capital Management, Llc
    Salt Lake City, UT
  • 2000-03-29 → 2004-04-12
    Charles Schwab & Co., Inc.
    Salt Lake City, UT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-02-25
S65 Uniform Investment Adviser Law Examination 1998-03-06
  • S63 Uniform Securities Agent State Law Examination
    2022-02-25
  • S65 Uniform Investment Adviser Law Examination
    1998-03-06

View on SEC IAPD

Other Firms

DECATHLON CAPITAL MANAGEMENT II, LLC
THE CAPROCK GROUP, LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
DW HEALTHCARE PARTNERS
HST VENTURES, LLC
OAKHOUSE PARTNERS, LLC
HUNTER SEARCH MANAGEMENT

Other Investors

JEFFREY MICHAEL GUMESON
KIERSTEN JANAYE ADLING
MICHAEL ALEXANDER RUZEK
MAX E BURGIN
ALEJANDRO JULIO MALESPIN
ANGELA KARTCHNER PHILLIPS
SANDRA OVENS BERGLUND
DENNIS COLEMAN MADDEN

Other Offices

DECATHLON CAPITAL MANAGEMENT II, LLC · PARK CITY, UT
THE CAPROCK GROUP, LLC · PARK CITY, UT
MORGAN STANLEY · Park City, UT
WELLS FARGO CLEARING SERVICES, LLC · PARK CITY, UT
DW HEALTHCARE PARTNERS · PARK CITY, UT
HST VENTURES, LLC · PARK CITY, UT
OAKHOUSE PARTNERS, LLC · PARK CITY, UT
HUNTER SEARCH MANAGEMENT · PARK CITY, UT

More in Park City, UT

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