Scott Robertson Ondek

Current Employers

Employment History

• 07/2006 → Present
  Bd Entertainment
  Concord, CA
• 02/2015 → 06/2018
  Lpl Financial
  San Mateo, CA
• 01/2016 → 07/2018
  Sequoia Consulting Group
  San Mateo, CA
• 07/2018 → 11/2020
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 07/2018 → 11/2020
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 12/2020 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2021 → 11/2023
  Cetera Advisor Networks
  El Segundo, CA
• 01/2004 → Present
  Blue Devils Entertainment
  Concord, CA

Previous Registrations

• 2018-11-19 → 2020-11-04
  World Investment Advisors, Llc
  San Mateo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: PROVIDING CONSULTING SERVICE TO INSTITUTIONAL CLIENT'S RELATED TO THEIR RETIREMENT PLAN START DATE: 12/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING CONSULTING SERVICE TO INSTITUTIONAL CLIENT'S RELATED TO THEIR RETIREMENT PLAN 2. NAME OF OTHER BUSINESS: BLUE DEVILS ENTERTAINMENT INVESTMENT RELATED: NO ADDRESS: 4065 NELSON AVE, CONCORD, CA 94520 NATURE OF BUSINESS: BD ENTERTAINMENT PROVIDES MUSIC TO CORPORATE EVENTS AND SPORT TEAMS. START DATE: 2004 POSITION/TITLE/RELATIONSHIP: DRUMMER APX NUMBER OF HOURS PER WEEK: 3-5 ON OCCASIONAL WEEKENDS APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: : DRUMMER - PERFORM IN A DRUMLINE AT VARIOUS EVENTS WHEN AVAILABLE

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-18
• S63 Uniform Securities Agent State Law Examination
  2009-08-26

Other Names

• Scott Ondek