Joshua G Scott

Current Employers

Employment History

• 06/2013 → 12/2022
  Indiana Farm Bureau Insurance
  Auburn, IN
• 09/1999 → Present
  Usa Hockey Official
  Fort Wayne, IN
• 01/2016 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2017-12-13 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. USA HOCKEY OFFICIAL (INDEPENDENT CONTRACTOR POSITION: hockey official supervisor NATURE: Sole Proprietorship hockey official INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/08/1998 ADDRESS: 2965 Mediterra Ln, Ft. Wayne IN 46814, United States DESCRIPTION: Local Supervisor of Officials 2. Partner's 1st Federal Credit Union 1330 Director's Row Ft. Wayne, IN 46808 Investment Related Securities Rep once licensed Start Date: Once licensed 20hrs/month 3. PREFERRED FINANCIAL GROUP POSITION: Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2015 ADDRESS: 11130 Coldwater rd, Suite 103, Suite 103, FORT WAYNE IN 46845, United States DESCRIPTION: Tax Preparation 4. PREFERRED WEALTH MANAGEMENT POSITION: Owner NATURE: S. Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/07/2020 ADDRESS: 11130 Coldwater rd, Suite 103, Suite 103, FORT WAYNE IN 46845, United States DESCRIPTION: Officer 5. SCOTT FINANCIAL PLANNING, LLC POSITION: Owner NATURE: LLC Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/07/2024 ADDRESS: 2965 Mediterra Ln, Fort Wayne IN 46814, United States DESCRIPTION: Officer 6. INSURANCE POSITION: Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 11130 Coldwater rd, Suite 103, FORT WAYNE IN 46845, United States DESCRIPTION: Agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-12
• S63 Uniform Securities Agent State Law Examination
  2016-05-05