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Inactive

Scott R. Weber

Wealthlynk, Inc.

Fallbrook, CA

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Current Employers
Wealthlynk, Inc.

1615 S Mission Suite A, Fallbrook, CA 92028 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-07
  • CA RA
    APPROVED
    Since 2023-08-07

Branch Locations

1615 S Mission Suite A, Fallbrook, CA 92028 • 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
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Fallbrook CA 10/2012 08/2023
Tollminder Temecula CA 01/2015 08/2023
Wealthlynk Inc. Fallbrook CA 08/2023 Present
Previous Registrations
  • 2012-10-01 → 2023-08-05
    J.P. Morgan Securities Llc
    Fallbrook, CA
  • 2010-06-08 → 2012-10-01
    Chase Investment Services Corp.
    Fallbrook, CA
  • 2007-11-30 → 2009-10-06
    Ubs Financial Services Inc.
    Carlsbad, CA
  • 2007-04-02 → 2007-11-13
    Morgan Stanley & Co. Llc
    Carlsbad, CA
  • 2006-01-11 → 2007-04-02
    Morgan Stanley Dw Inc.
    Carlsbad, CA
Other Businesses

Scott weber is an independent insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-10
  • S66 Uniform Combined State Law Examination
    2006-01-10
Other Names
  • Scott R Weber

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
GEBHART & ASSOCIATES, INC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
PATHWAY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

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Ben Bresnahan
Norma Alejandra Arroyo-Bravo
Jonathan Dickson

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fallbrook, CA
WELLS FARGO CLEARING SERVICES, LLC · FALLBROOK, CA
GEBHART & ASSOCIATES, INC · FALLBROOK, CA
J.P. MORGAN SECURITIES LLC · FALLBROOK, CA
EDWARD JONES · FALLBROOK, CA
EDWARD JONES · FALLBROOK, CA
PATHWAY ADVISORS, LLC · FALLBROOK, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Fallbrook, CA

More in Fallbrook, CA

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