Samuel Scott Alexander

Current Employers

Employment History

• 06/2007 → 12/2020
  Jackson National Life Distributors Llc
  Franklin, TN
• 01/2021 → 07/2021
  Unemployed
  Omaha, NE
• 08/2021 → 05/2022
  Woodbury Financial Services Inc
  Omaha, NE
• 06/2022 → Present
  Illuminate Financial Group
  Omaha, NE
• 06/2022 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 11/2022 → Present
  Access Wealth Llc
  Omaha, NE
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-03 → 2022-06-02
  Woodbury Financial Services, Inc.
  Omaha, NE
  Omaha, NE
  Chesterfield, MO
• 2007-01-05 → 2007-06-11
  National Planning Corporation
  Denver, CO

Other Businesses

1) NAME OF OTHER BUSINESS: ILLUMINATE FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE06/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 60, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2) ALEXANDER FAMILY LLC POSITION: Passive Investor NATURE: FAMILY POOLED MONEY FOR INVESTMENT PURPOSES. NO ACTIVE DUTIES OR RESPONSIBILITIES. MEMBER, STARTED 03/06/2006, 0 HOURS SPENT PER MONTH. PASSIVE INVESTOR, NO ACTIVE DUTIES. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2006 ADDRESS: 3140 SW 15th St, Topeka KS 66604, United States DESCRIPTION: No active duties, passive investor 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4) NAME OF OTHER BUSINESS: FORESTERS FINANCIAL ; INVESTMENT RELATED: NO; ADDRESS: 2221 KENMORE AVE STE 108 BUFFALO, NY 14207; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 07/2022; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: SELL AND SERVICE INSURANCE PRODUCTS; 5) NAME OF OTHER BUSINESS: BARRINGTON PARK HOME OWNERS ASSOCIATION ; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HOMEOWNERS ASSOCIATION BOARD; 6) NAME OF OTHER BUSINESS: ACCESS WEALTH LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: OPERATE HOLDING COMPANY; CORPORATE SHAREHOLDER OF ILLUMINATE FINANCIAL GROUP; 7) NAME OF OTHER BUSINESS: CHILD SAVING INSTITUTE; INVESTMENT RELATED: NO; ADDRESS: 4545 DODGE ST OMAHA, NE 68132; NATURE OF BUSINESS:NON PROFIT; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SERVING ON BOARD OF DIRECTORS;

Exams

• S66 Uniform Combined State Law Examination
  2021-02-04
• S65 Uniform Investment Adviser Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  2006-02-03

Designations

Other Names

• Scott Alexander