Scott Glenn Eichler

Current Employers

Employment History

• 07/2010 → 12/2023
  Newport Wealth Advisors
  Newport Beach, CA
• 07/2011 → 12/2023
  Centaurus Financial, Inc.
  Newport Beach, CA
• 12/2023 → 03/2024
  Farther Finance Advisors
  Orange, CA
• 03/2024 → Present
  Savvy
  Orange, CA

Previous Registrations

• 2018-01-09 → 2024-03-29
  Newport Wealth Advisors, Inc.
  Newport Beach, CA
• 2024-01-03 → 2024-03-12
  Farther
  Orange, CA
  San Francisco, CA
• 2022-12-21 → 2024-01-02
  Centaurus Financial, Inc.
  Newport Beach, CA
  Orange, CA
  Anaheim, CA
• 2010-10-20 → 2017-12-31
  Newport Wealth Advisors, Inc.
  Newport Beach, CA
• 2009-02-13 → 2010-09-27
  Investment Advisors International, Inc.
  Orange, CA

Other Businesses

1. Name of other business: DES Properties LLC; Is business Investment related: Yes; Address of other business: 742 E. Chapman Ave., Orange, CA 92886; Nature of other business: Commercial Real Estate; Your position: Member/Manager; Start date of relationship: December 2022; Approx. # of hours /month devote to other business: 2, approx. 2 hours during securities trading hours; Briefly describe duties: Attend Board Meetings; 2. Name of other business: Sage Settlement Consulting; Is business Investment related: Yes; Address of other business: 11044 Research Blvd., Suite B-415, Austin, TX 78759; Nature of other business: Structured Settlement Sales; Your position: Referral; Start date of relationship: October 2023; Approx. # of hours /month devote to other business: 5, approx. 5 hours during securities trading hours; Briefly describe duties: As is appropriate, refer prospects to them for a structured settlement; 3. Name of other business: Transcendent Planning; Is business Investment related: No; Address of other business: 614 Utica Ave., Huntington Beach, CA 92648; Nature of other business: Life Insurance; Your position: Agent; Start date of relationship: November 1, 2020; Approx. # of hours /month devote to other business: 1, approx. 1 hours during securities trading hours; Briefly describe duties: refer life insurance business; 4. Name of other business: Don't Play Chicken with your Nest Egg; Is business Investment related: No; Address of other business: 742 E Chapman Ave., Orange, CA 92866; Nature of other business: Publishing; Your position: Author; Start date of relationship: August 15, 2017; Approx. # of hours /month devote to other business: 0, approx. 0 hours during securities trading hours; Briefly describe duties: None.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-20
• S63 Uniform Securities Agent State Law Examination
  2007-12-12