Scott Lantry Brockmeier

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-04-05

Branch Locations

9000 Southside Blvd Bldg 200, Jacksonville, FL 32256 • United States

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

Organization	City	State	From	To
Edward Jones	St Louis	MO	04/2019	12/2020
Total Quality Logistics	Tampa	FL	01/2018	01/2019
Unemployed	Tampa	FL	04/2017	12/2017
Toppers Creamery	Tampa	FL	10/2016	03/2017
Unemployed	Tampa	FL	06/2016	09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	10/2021	Present
Unemployed	Jacksonville	FL	12/2020	03/2021
Corporate Brokers/Bank Of America	Jacksonville	FL	03/2021	10/2021

04/2019 → 12/2020

Edward Jones

St Louis, MO
01/2018 → 01/2019

Total Quality Logistics

Tampa, FL
04/2017 → 12/2017

Unemployed

Tampa, FL
10/2016 → 03/2017

Toppers Creamery

Tampa, FL
06/2016 → 09/2016

Unemployed

Tampa, FL
10/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
12/2020 → 03/2021

Unemployed

Jacksonville, FL
03/2021 → 10/2021

Corporate Brokers/Bank Of America

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-07