Scott Patrick Kelley

Current Employers

Employment History

• 09/1990 → 04/2018
  David White & Associates
  San Ramon, CA
• 06/2006 → 08/2019
  Ameritas Investment Corp.
  Lincoln, NE
• 06/2006 → 08/2019
  Ameritas Life Insurance Corp.
  Lincoln, NE
• 05/2018 → Present
  Peak360 Wealth Management
  San Ramon, CA
• 08/2019 → 10/2025
  Lion Street Financial
  San Ramon, CA
• 08/2019 → 10/2025
  Lion Street Advisors
  San Ramon, CA
• 10/2025 → Present
  Integrity Alliance, Llc
  San Ramon, CA
• 02/2025 → Present
  Brooker Wealth Management
  Oakland, CA

Previous Registrations

• 2019-08-01 → 2025-11-03
  Lion Street Advisors, Llc
  San Ramon, CA
• 2006-06-30 → 2019-08-02
  Ameritas Investment Company, Llc
  San Ramon, CA
  Lincoln, NE
  San Ramon, CA
  Glendale, AZ
• 2001-01-25 → 2006-06-30
  Carillon Investments, Inc.
  Danville, CA
  Danville, CA

Other Businesses

1) LICENSED AS AN INDEPENDENT INSURANCE AGENT POSITION: Owner NATURE: Selling Insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/1991 ADDRESS: 2404 SAN RAMON VALLEY BLVD STE 200, SAN RAMON CA 94583, United States DESCRIPTION: Sales and Management 2) PACIFIC ATLANTIC, LLC POSITION: Owner NATURE: this is an investment property that I developed that is leased INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2022 ADDRESS: 225 Yellowthroat Lane, Kiawah Island, SC 29455, United States DESCRIPTION: review financial documents on monthly basis. If property updates are needed, may be involved in decisions. 3) Blackhawk Country Club Swim Club Position: Board Member Address: 599 Blackhawk Club Drive, Danville, CA 94506 Description: send out logistics to upcoming meets & attend executive meetings once a month

Exams

• S66 Uniform Combined State Law Examination
  2001-01-09
• S63 Uniform Securities Agent State Law Examination
  1991-05-03

Designations

Other Names

• Pat Kelley