Dale Robert Scofield

Current Employers

Employment History

• 10/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Dallas, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Dallas, TX

Previous Registrations

• 2015-01-06 → 2015-10-31
  Ips Advisors
  Dallas, TX
• 2008-01-22 → 2015-01-02
  Kestra Investment Services, Llc
  Dallas, TX
• 2002-12-04 → 2008-01-02
  Ameriprise Financial Services, Llc
  Southlake, TX
  Dallas, TX

Other Businesses

Independent Insurance Brokering; American General Life; 11/01/2015; / American National; 11/01/2015; / General American; 11/01/2015; / ING-Voya; 11/01/2015; / Jackson National; 11/01/2015; / Mass Mutual; 11/01/2015; / Minnesota Life; 11/01/2015; / Mutual of Omaha; 11/01/2015; / Principal Financial Group; 11/01/2015; / The Standard; 11/01/2015; / Transamerica; 11/01/2015; . Business Ownership; Inside the Loop, LP; ; Consulting; 5910 N. Central ExpresswaySte 1040Dallas, TX 75206, ,; Not Investment-Related; 05/24/2017; 60 hours per month; 60 during trading hours / CAMSCO CONSULTING GROUP LLC; ; Consulting; 4320 Delmar AveDallas, TX 75206, ,; Not Investment-Related; 07/19/2014; 0 hours per month; 0 during trading hours / SCOFIELD ENTERPRISES LLC; ; OIL Well royalty and individual personal health coverage referral income; 4320 Delmar Ave.Dallas, TX 75206, ,; Not Investment-Related; 02/11/2002; 0 hours per month; 0 during trading hours / Geaux Eagles, LLC; Advisory and operations support; Operating expenses.; 5910 N. Central Expressway, Ste 1040, , Dallas, TX, 75206; Investment-Related; 03/30/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Geaux Sooners, LP; Strategic oversight and operational responsibility of the entity; Advice and investment management; 5910 N. Central Expressway, Ste 1040, , Dallas, TX, 75206; Investment-Related; 09/10/2021; 40 to 59 hours per month; 20 to 39 during trading hours / Geaux Frogs, LLC; Comprehensive Financial Planning and Investment Management; Comprehensive Financial Planning and Investment Management; 5910 N. Central Expressway, Ste 1040, , Dallas, TX, 75206; Investment-Related; 08/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Geaux Sooners, LP; Managing Partner - Strategic oversight and operational responsibility of the entity; ; 5910 N. Central Expressway, Ste 1040, , Dallas, TX, 75206; Investment-Related; 09/10/2021; 40 to 59 hours per month; 20 to 39 during trading hours / Geaux Frogs, LLC; Managing Partner - Comprehensive Financial Planning and Investment Management; ; 5910 N. Central Expressway, Ste 1040, , Dallas, TX, 75206; Investment-Related; 08/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; HUB International; IPS Advisors which is my former firm was acquired by HUB International and as such HUB will continue to pay me directly for clients sourced while there on any life, disability, LTC and Group Benefits commissions whereby carriers won't release commissions through the Ameriprise "Hold and Service" program or directly to me through the "OBA" disclosure guidelines will be paid to me directly through ACH into my ONE account for CAMSCO Consulting.; 300 N. LaSalle Street, 17th Floor, , Chicago, IL, 60654; Not Investment-Related; 11/01/2015; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-03