Scott Linsday Deupree

Current Employers

Employment History

• 09/1992 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA
• 11/2009 → 11/2018
  Bank Of America,Na
  Shreveport, LA
• 11/2018 → Present
  Triad Advisors
  Norcross, GA
• 11/2018 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 1992-12-11 → 2018-12-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Shreveport, LA
  Shreveport, LA

Other Businesses

1)Deupree James Wealth Management;investment related;5925 Line Ave,Suite 5,Shreveport,LA 71106;independent financial advisory practice;partner;11/30/2018;80 hrs/month;4 hrs during trading;administrative management for company,discretionary investment management of client assets,performing and assisting clients with financial,estate and contingency planning 2)NewEdge Advisors,LLC;investment related;5925 Line Ave. Suite 5, Shreveport ,LA 71106 ;RIA;IAR;11/30/2018;80 hrs/month;4 hrs during trading;discretionary investment management of client assets,performing and assisting clients with financial,estate and contingency planning 3)Appointment with multiple insurance carriers;investment related;engage in presenting insurance options to clients;agent;11/30/2018;5 hrs/month;.5 hrs during trading;assess insurance needs of clients and where appropriate recommend life insurance and/or various fixed,variable or single premium immediate annuity options to meet certain needs 4)Durable power of attorney for mother;not investment related;agent under durable POA;agent under POA;6/22/2016;5 hrs/year;0 hrs during trading;assist coordinating with CPA at tax time and if needed,on contingency basis,be in a position to handle her personal and financial affairs 5)Power of attorney for son;investment related;4604 Gilbert Dr,Shreveport,LA 71106;serve of durable POA for son who is in U.S. Navy;power of attorney,agent;0 hrs/month;0 hrs during trading;serve of durable POA who is in U.S. Navy, and if needed, to act in his stead for financial and business affairs in his absence 6)Committee of One Hundred,Inc;not investment related;P.O. Box 563,Shreveport,LA 71162;identify opportunities and needs within Northwest Louisiana,continually seeking the truth,and work w/others to remove obstacles and silos and create pathways to success;member of organization;12/3/2021;1-2 hrs/month;de minimus during trading;become and remain informed of relevant community issues,ensure that the most important community needs and opportunities are understood,promote & collaborate w/community leader to work toward common solutions

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-14
• S63 Uniform Securities Agent State Law Examination
  1992-12-08

Other Names

• Scott Deupree
• Scott Linsday Deupree