Scott A Mcgillivray

Current Employers

Employment History

• 09/2014 → Present
  Cetera Advisors Llc
  Denver, CO
• 04/2022 → Present
  Great Oak Advisors Inc, Dba Great Oak Financial
  Salem, OR
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: GREAT OAK ADVISORS INC, DBA GREAT OAK FINANCIAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2022, POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2.N/A, NOT INVESTMENT RELATED, 1110 FABRY RD SE, SALEM, OR 97306, REAL ESTATE, STARTED 7/2015, OWNER, LESS THAN 1 HOUR PER WEEK, NONE DURING TRADING HOURS, LANDLORD 3.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION START DATE: 5/2017 NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, ANNUITIES, & LONG TERM CARE 4. NAME OF OTHER BUSINESS: PROPER EFFORT LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: HOLDING COMPANY ; START DATE: 9/2021 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER ; APX NUMBER OF HOURS PER WEEK:1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL ADVISING BUSINESS; 5. NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS: 1435 NEAHKAHNIE ST. SALEM OR, 97306 NATURE OF BUSINESS: PERSONAL REAL ESTATE RENTAL START DATE: 9/01/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES 6. . NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY INVESTMENT RELATED: N ADDRESS: 6605 14th Ave SE SALEM OR 97306 NATURE OF BUSINESS: PERSONAL REAL ESTATE RENTAL START DATE: 9/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2014-11-19