Scott Wade Summerlin

Current Employers

Employment History

• 04/2010 → Present
  Principal Life Ins Company
  Boise, ID
• 03/2015 → Present
  Starlifter Wealth Management
  Boise, ID
• 03/2016 → 09/2020
  Principal Securities Inc
  Boise, ID
• 09/2020 → 06/2024
  Securities America, Inc.
  Eagle, ID
• 09/2020 → Present
  Pfg Advisors
  Eagle, ID
• 06/2024 → Present
  Osaic Wealth, Inc.
  Eagle, ID

Previous Registrations

• 2010-04-29 → 2020-09-24
  Principal Securities, Inc.
  Boise, ID
  Boise, ID
• 2007-08-06 → 2010-04-22
  Waddell & Reed
  Eagle, ID
  Seattle, WA

Other Businesses

DBA: STARLIFTER WEALTH MANAGEMENT PRIORITY FINANCIAL GROUP POSITION: Advisor NATURE: PRIORITY FINANCIAL GROUP INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 140 START DATE: 09/18/2020 ADDRESS: 16150 N Arrowhead Fountains Center Dr #289, PEORIA AZ 85382 DESCRIPTION: All RIA-related business will flow through PFG. INSURANCE POSITION: OWNER NATURE: Selling life, disability, and long term care insurance policies as well as annuities; products are fixed, indexed, and variable INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/16/2020 ADDRESS: 408 S. Eagle Rd, Suite 205, Eagle, ID 83616 DESCRIPTION: Selling life, disability, and long term care insurance policies as well as annuities; products are fixed, indexed, and variable JAYDEN DELUCA FOUNDATION POSITION: Marketing NATURE: "Community Board" member of Jayden DeLuca Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2020 ADDRESS: 2795 S Pajaro Way, Eagle ID 83616 DESCRIPTION: Community Board members do not vote on the activities of the charity. Our role is to promote the social events hosted by the charity. STARLIFTER FINANCIAL PARTNERS POSITION: President NATURE: Starlifter Financial Parnters is Shared Services Firm for economies of scale, preferred vendor pricing, and joint business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2024 ADDRESS: 408 S. Eagle Rd, Suite 205, Eagle ID 83616 DESCRIPTION: Starlifter Financial Partners does not transact business. It is a Shared Services Firm currently comprised solely of Starlifter Wealth Management. However, upon approval, two current members of Starlifter Wealth Management will create their separate LLCs.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-03