Jeffrey Lee Scott

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2022-02-25

UT RA
APPROVED

Since 2022-02-25

Branch Locations

13961 S. Minuteman Drive Suite 300, Salt Lake City, UT 84020 • 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

Organization	City	State	From	To
E*Trade Securities Llc	Sandy	UT	09/2018	06/2019
Full-Time Education	Orem	UT	06/2017	08/2018
Security Service Federal Credit Union	Riverton	UT	01/2016	06/2017
E*Trade Securities Llc	Sandy	UT	06/2019	11/2019
E*Trade Securities Llc	Sandy	UT	11/2019	02/2020
E*Trade Securities Llc	Sandy	UT	02/2020	06/2020
E*Trade Securities Llc	Sandy	UT	06/2020	12/2021
Capfinancial Partners Llc (Captrust)	Raleigh	NC	12/2021	Present
Capfinancial Securities Llc	Raleigh	NC	12/2021	Present

09/2018 → 06/2019

E*Trade Securities Llc

Sandy, UT
06/2017 → 08/2018

Full-Time Education

Orem, UT
01/2016 → 06/2017

Security Service Federal Credit Union

Riverton, UT
06/2019 → 11/2019

E*Trade Securities Llc

Sandy, UT
11/2019 → 02/2020

E*Trade Securities Llc

Sandy, UT
02/2020 → 06/2020

E*Trade Securities Llc

Sandy, UT
06/2020 → 12/2021

E*Trade Securities Llc

Sandy, UT
12/2021 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC
12/2021 → Present

Capfinancial Securities Llc

Raleigh, NC

Other Businesses

1. Real Estate Agent; Investment-Related: No; Private Residence; Real Estate ; Agent ; Start; April 2023; Hours/Month: 20; Hours during Market Hours:0 ; Duties: helping friends and family with real estate sales and purchases.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2018-11-07

S63 Uniform Securities Agent State Law Examination

2018-11-07

Designations

Other Names

Jeff Scott

View on SEC IAPD