Brian Sasaki- Scanlon

Current Employers

Employment History

• 06/2017 → Present
  Jodie Lynn Charters
  St. Augustine, FL
• 02/2012 → 06/2017
  Merrill Lynch, Pierce, Fenner And Smith Inc.
  Jacksonville, FL
• 06/2017 → Present
  Raymond James Financial Services, Inc.
  Neptune Beach, FL
• 06/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Neptune Beach, FL
• 08/2017 → 11/2020
  Bss Financial Llc
  Neptune Beach, FL
• 01/2021 → 05/2025
  Scanlon True Wealth
  Neptune Beach, FL
• 06/2024 → Present
  Eleven Atlantic
  Neptune Beach, FL
• 08/2024 → Present
  Power Play Offshore Llc
  Neptune Beach, FL

Previous Registrations

• 2012-02-03 → 2017-06-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Neptune Beach, FL
  Jacksonville, FL
• 2009-06-01 → 2012-02-16
  Morgan Stanley
  Jacksonville, FL
• 2008-10-21 → 2009-06-01
  Morgan Stanley & Co. Llc
  Jacksonville, FL

Other Businesses

(1)Name of Business: BSS Financial LLC Address: 1310 Trailwood Dr, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/03/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Power Play Offshore LLC Address: 1310 Trailwood Dr, NEPTUNE BEACH, FL, 32266, United States Activity Type: Part-Time Activity/Employment Position/Title: Consulting Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee/mentor captain of private fishing boat (3)Name of Business: The Strategic Retirement Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/31/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the website and Facebook page (4)Name of Business: WMM Address: 442 3rd Street, Neptune Beach, FL, 32266, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/02/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA

Exams

• S66 Uniform Combined State Law Examination
  2008-10-16

Other Names

• Brian Sasaki-Scanlon