Scott Richard Werdebaugh

Current Employers

Employment History

• 09/2008 → Present
  Integrity Financial Planning
  Morgantown, WV
• 01/2014 → 12/2016
  H. Beck, Inc.
  Bethesda, MD
• 12/2016 → 12/2019
  Lincoln Financial Securities Corporation
  Morgantown, WV
• 12/2019 → 06/2024
  Securities America, Inc.
  Morgantown, WV
• 12/2019 → 06/2024
  Securities America Advisors, Inc.
  Morgantown, WV
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hampton, VA

Previous Registrations

• 2020-01-10 → 2024-06-14
  Securities America Advisors, Inc.
  Morgantown, WV
  Morgantown, WV
• 2017-01-05 → 2020-01-02
  Osaic Fs, Inc.
  Morgantown, WV
  Charlotte, NC
  Morgantown, WV
• 2014-01-17 → 2016-12-27
  Grove Point Investments, Llc
  Rockville, MD
  Morgantown, WV
• 2012-07-19 → 2014-01-08
  Capital Guardian Wealth Management, Llc
  Morganton, WV
• 2008-09-17 → 2012-07-17
  Woodbury Financial Services, Inc.
  Morgantown, WV
  Cross Lanes, WV
  Bridgeport, WV
• 2006-11-21 → 2008-09-12
  Msi Financial Services, Inc.
  Scott Depot, WV
  Morgantown, WV
• 2004-02-27 → 2006-09-26
  On Investment Management Co
  Morgantown, WV

Other Businesses

1. INTEGRITY FINANCIAL PLANNING -DBA 2. VAST HOLDINGS, LLC POSITION: Co-owner NATURE: Commercial Rental & Development INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 5 START DATE: 11/15/2019 ADDRESS: PO Box 767, Bridgeport WV 26330 DESCRIPTION: Purchase, develop and rent commercial properties. 3. PACE ENTERPRISES POSITION: Volunteer Board Member NATURE: Volunteer Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2019 ADDRESS: 889 Mylan Park Lane, Morgantown WV 26501 DESCRIPTION: Volunteer Board Member 4. INSURANCE SALES POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/15/2019 ADDRESS: 1283 Suncrest Towne Centre Morgantown, WV 26505 DESCRIPTION: Solicit based on client needs 5. MOUNTAINEER BNI POSITION: Member NATURE: Business Networking INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 4 START DATE: 01/08/2004 ADDRESS: 111 Mylan Park Ln., No actual address. Just a meeting site., Morgantown WV 26501 DESCRIPTION: It's a business networking group of roughly 60 professionals in various industries who build business relationships in an effort to help refer business to each other. The leadership team rotates every six months. 6. WENDY BERRY IRREVOCABLE TRUST POSITION: Trustee NATURE: Trustee for the Wendy Berry Irrevocable Trust (my mother's grantor trust) which includes making decisions on investments inside of the trust, etc.. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/13/2025 ADDRESS: 36 Bedford Court, Bridgeport WV 26330, United States DESCRIPTION: Making decisions on the investments inside of the trust and potentially disbursements. 7. WENDY BERRY POSITION: Power of Attorney NATURE: Power of Attorney. I am co-POA with my brother, Todd Werdebaugh, for our mother, Wendy Berry, who has dementia. We both can act independently of each other. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/13/2025 ADDRESS: 36 Bedford Court, Bridgeport WV 26330, United States DESCRIPTION: I pay bills and manage bank accounts associated with her, as well as assist her with medical care appointments, etc.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-03
• S63 Uniform Securities Agent State Law Examination
  1994-09-23