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Inactive

Stephen Scott

Truist Advisory Services, Inc.

Beverly Hills, CA

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-14
  • CA RA
    APPROVED
    Since 2025-11-14

Branch Locations

9777 Wilshire Boulevard Suite 700, Beverly Hills, CA 90212 • 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
Detroit Tigers Toledo OH 03/2024 05/2025
Boston Red Sox Worcester MA 07/2019 03/2024
Morgan Stanley Nashville TN 10/2019 02/2020
Merrill Lynch Huntersville NC 06/2018 08/2018
Unemployed Los Angeles CA 05/2025 11/2025
Vanderbilt University Nashville TN 08/2015 05/2019
Da Communications Cary NC 10/2021 07/2024
Truist Advisory Services, Inc Beverly Hills CA 11/2025 Present
  • 03/2024 → 05/2025
    Detroit Tigers
    Toledo, OH
  • 07/2019 → 03/2024
    Boston Red Sox
    Worcester, MA
  • 10/2019 → 02/2020
    Morgan Stanley
    Nashville, TN
  • 06/2018 → 08/2018
    Merrill Lynch
    Huntersville, NC
  • 05/2025 → 11/2025
    Unemployed
    Los Angeles, CA
  • 08/2015 → 05/2019
    Vanderbilt University
    Nashville, TN
  • 10/2021 → 07/2024
    Da Communications
    Cary, NC
  • 11/2025 → Present
    Truist Advisory Services, Inc
    Beverly Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-19
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19

View on SEC IAPD

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JONATHAN Y MCLEAN
ERIN PATRICE BROOKS
Audrey Shih-Min Chang
JULIE FORMAN
KAMRAN W. HEDJASI
HRIPSIME SIMA KEOSHGERIAN
LILY CAI

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RBC SECURITIES, INC · Pasadena, CA
EAGLE STRATEGIES LLC · PASADENA, CA
RBC ROCHDALE, LLC · Pasadena, CA
EAGLE STRATEGIES LLC · PASADENA, CA
LPL FINANCIAL LLC · PASADENA, CA
LPL FINANCIAL LLC · PASADENA, CA

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