Seth Scott

Current Employers

Employment History

• 08/2012 → 08/2021
  Fresno Cog
  Fresno, CA
• 08/2019 → 02/2022
  Jubilation Singers
  Fresno, CA
• 01/1999 → Present
  Seth Scott (Self Employed)
  Fresno, CA
• 08/2021 → 10/2022
  Broadway Media Distribution
  Fresno, CA
• 09/2021 → 06/2025
  Planmember Securities Corporation
  Fresno, CA
• 05/2023 → 07/2025
  Heartwood Financial Planning
  Fresno, CA
• 03/2024 → 04/2025
  Agape Planning Partners
  Fresno, CA
• 07/2025 → Present
  Harvest Investment Services, Llc
  Oakbrook Terrace, IL
• 09/2021 → 06/2025
  Planmember Securities Corporation
  Fresno, CA
• 07/2025 → Present
  Shepherd's Wallet
  Fresno, CA
• 07/2025 → Present
  Shepherd's Wallet Financial Services
  Fresno, CA
• 11/2025 → Present
  Envoy Advisory Inc.
  Colorado Springs, CO

Previous Registrations

• 2021-10-01 → 2025-06-23
  Planmember Securities Corporation
  Carpinteria, CA
  Fresno, CA
  Fresno, CA

Other Businesses

(1) Licensed independent insurance agent (2) Seth Scott (self employed)-3164 N. Bridle Ave, Fresno, CA 93727; Non-investment related; Entertainment; Musician; Start date 1/1999; 0-5 hrs/mnth; 0 hrs/mnth during trading. (3) Legacy Christian Church-2171 Villa Ave, Clovis, CA 93612; Non-investment related; Non-profit religious organization; Board of Directors, Treasurer; Start date 10/2017; 2-4 hrs/mnth; 0 hrs/mnth during trading. (4) Shepherd's Wallet, 2167 Shaw Ave, Ste 115#1017, Clovis, CA 93611, investment-related; Provides financial coaching/education; Financial Coach; start date: 08/01/2025; I devote 75% of my time to this business; my duties are coaching, workshops, book sales. (5) Shepherd's Wallet Financial Services, 2167 Shaw Ave, Ste 115#1017, Clovis, CA 93611, investment-related; Provides financial planning and advisory services; Financial Planner; start date: 08/01/2025; I devote 25% of my time to this business; my duties are to provide financial planning services, (6) Harvest Investment Services, LLC, 1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181-4285; investment related; investment adviser representative start date: 072025; providing investment advisory services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-20
• S65 Uniform Investment Adviser Law Examination
  2020-11-30

Other Names

• Seth A. Scott