Scott Portlock

Current Employers

Employment History

• 01/2012 → 08/2025
  Business Financial Group
  San Antonio, TX
• 01/2012 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 12/2023 → 08/2025
  Global Wealth Advisors
  San Antonio, TX
• 08/2025 → Present
  Merit Financial Group Dba Merit Financial Advisors
  San Antonio, TX
• 08/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2024-06-04 → 2026-01-02
  Global Wealth Advisors
  San Antonio, TX
  San Antonio, TX
• 2012-01-23 → 2025-08-20
  Commonwealth Financial Network
  San Antonio, TX
• 2011-03-09 → 2012-01-26
  Macro Consulting Group
  Parsippany, NJ
• 2008-11-17 → 2011-01-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Pennington, NJ
  New York, NY
  Princeton, NJ
• 2007-07-30 → 2008-04-23
  Summit Equities, Inc.
  Parsippany, NJ
  Piscataway, NJ
• 2007-07-30 → 2008-04-23
  Summit Financial Resources Inc
  Parsippany, NJ
• 2006-07-31 → 2007-04-20
  Icici Investment Advisors
  Princeton, NJ

Other Businesses

1.) Merit Financial Group DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 8/2025. 160. 160. Service clients. 2.) Fixed Insurance. Invesment Related. At Registered Location. Traditional/Fixed Insurance. Agent. 8/2025. 1. 1. Provide insurance advice based on the needs of client(s).

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-09
• S65 Uniform Investment Adviser Law Examination
  1995-10-06

Designations

Other Names

• Scott A Portlock
• Scott Alden Portlock