Scott Lee Stephens

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  San Angelo, TX
• 11/2016 → 07/2024
  Wells Fargo Clearing Services, Llc
  San Angelo, TX
• 07/2024 → Present
  Kingsview Partners
  San Angelo, TX

Previous Registrations

• 2008-01-01 → 2024-07-22
  Wells Fargo Clearing Services, Llc
  San Angelo, TX
• 2002-07-03 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  San Angelo, TX
  St. Louis, MO
  San Angelo, TX

Other Businesses

1. J & S RANCH, ROBERT LEE, TX,PARTNER WITH FATHER. RAISE CATTLE, SHEEP AND STOCK FARM. APPROXIMATELY 15-20 HOURS EACH MONTH. RUNNION RANCH, NOT INV RLATED, SAN ANGELO, TX, 50% OWNERSHIP, TYPE FARMING & RANCHING, 25 HOURS PER MONTH/0 DURING TRADING. STEPHENS RENTAL PROPERTIES LLC; INV RELATED; SAN ANGELO, TX; CO-OWNER; RESIDENTIAL RENTAL PROPERTIES; START 6/2017; 10 HRS PER MONTH; 4 HRS DURING TRADING. SAN ANGELO DOWNTOWN KIWANIS CLUB; INV RELATED; SAN ANGELO, TX; CHAIRMAN OF THE FINANCE & FUNDRAISING COMMITTEE MEMBER; START 9/1/2009; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 4. GRAPE CREEK INDEPENDENT SCHOOL DISTRICT (ISD) NOT INV. RELATED; SAN ANGELO, TX; BOARD MEMBER; START DATE 6/2023; 3 HRS PER MONTH; 1 HR DURING TRADING; DUTIES: ATTEND MEETINGS, SET SCHOOL POLICY AND HIRE / FIRE SUPERINTENDENT. 2. OBA Name: Scott Stephens Wealth Management, LLC Investment-related: Yes OBA Address: San Angelo, TX OBA Nature: LLC for Kingsview Compensation OBA Position: President OBA Title or Relationship: President OBA Start Date: 07/19/2024 Approximate OBA hours/month: 160 Approximate: OBA hours/months during business hours: 160 OBA Duties: LLC for Kingsview Compensation

Exams

• S66 Uniform Combined State Law Examination
  2002-07-02
• S63 Uniform Securities Agent State Law Examination
  2000-07-07

Designations