Scott David Immel

Current Employers

Employment History

• 06/2011 → 10/2020
  Symmetry Financial Solutions
  San Antonio, TX
• 10/2020 → 06/2024
  Securities America, Inc.
  Fredericksburg, TX
• 10/2020 → 06/2024
  Securities America Advisors
  Fredericksburg, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Fredericksburg, TX

Previous Registrations

• 2020-10-26 → 2024-06-14
  Securities America Advisors, Inc.
  Fredericksburg, TX
• 2011-08-23 → 2020-11-12
  Securian Financial Services, Inc.
  San Antonio, TX
  Fredericksburg, TX
  San Antonio, TX
  Kerrville, TX

Other Businesses

1. SI WEALTH MANAGEMENT - DBA 2.INSURANCE SALES POSITION: advisor NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2011 ADDRESS: 108 East Trailmoor, Suite 7, Fredericksburg TX 78624 DESCRIPTION: sell insurance 3. SI WEALTH MANAGEMENT. POSITION: Rep NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 06/01/2011 ADDRESS: 108 East Trailmoor, Suite 7, Fredericksburg TX 78624 DESCRIPTION: IA Business 4. K&I HOLDINGS LLC POSITION: President NATURE: K&I Holdings LLC- This is a commercial office building. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 12038 RR 2093, Fredericksburg TX 78624 DESCRIPTION: Commercial Real Estate Office spaces 5. SJCBI1 LLC POSITION: President NATURE: Real Estate Holding LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2022 ADDRESS: 45 Triple Creek, Fredericksburg TX 78624 DESCRIPTION: My wife and i own 1 condo that is in this LLC 6. SJCBI2 LLC POSITION: owner NATURE: LLC that Holds inherited raw land with a cabin on it. We do not rent it out and is for recreational and ag use only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2023 ADDRESS: 45 Triple Creek Rd., Fredericksburg TX 78624 DESCRIPTION: Inherited property that i go to for recreation. I clean the land and that is about it. 7. SJCBI1 LLC POSITION: President NATURE: Real Estate Holding LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2022 ADDRESS: 45 Triple Creek, Fredericksburg TX 78624, United States DESCRIPTION: My wife and I own this LLC and it holds investment real estate. A condo and house in our kids college town and raw land. 8. FREDERICKSBURG ISD POSITION: Committee Member NATURE: Fredericksburg Independent School District INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2025 ADDRESS: 234 Friendship Lane, Fredericksburg TX 78624, United States DESCRIPTION: Bond Committee member to help educate the community on the upcoming Bond information

Exams

• S66 Uniform Combined State Law Examination
  2011-08-04