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Scott Bartlett Mccloskey

Newfront Retirement Services, Inc.

San Mateo, CA

San Francisco, CA

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Current Employers
Newfront Retirement Services, Inc.

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-12-04
  • CA RA
    APPROVED
    Since 2014-12-04

Branch Locations

777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newfront Retirement Services, Inc. San Francisco CA 08/2012 Present
Abd Insurance And Financial Services, Inc. San Mateo CA 08/2012 Present
Previous Registrations
  • 2012-10-10 → 2014-12-01
    Financial Telesis Inc
    San Rafael, CA
    San Mateo, CA
  • 2010-01-25 → 2012-07-23
    Wells Fargo Insurance Services Investment Advisors, Inc.
    San Francisco, CA
  • 2008-12-04 → 2009-12-31
    Wells Fargo Insurance Services Investment Advisors, Inc.
    Redwood City, CA
    Redwood City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-25
S63 Uniform Securities Agent State Law Examination 2005-04-18
  • S65 Uniform Investment Adviser Law Examination
    2006-08-25
  • S63 Uniform Securities Agent State Law Examination
    2005-04-18
Other Names
  • Scott Bartlet Mccloskey

View on SEC IAPD

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Other Offices

ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
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FISHER INVESTMENTS · SAN MATEO, CA
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