Scott Alan Mcclatchey

Current Employers

Employment History

• 12/2007 → 04/2017
  Lpl Financial
  Carbondale, IL
• 04/2017 → 10/2023
  Wwm Financial
  Carlsbad, CA
• 10/2023 → Present
  Ballast Rock Private Wealth
  Charleston, SC

Previous Registrations

• 2017-04-28 → 2023-10-24
  Wwm Financial
  Carlsbad, CA
• 2007-12-14 → 2017-05-11
  Lpl Financial Llc
  Carbondale, IL
  Fort Mill, SC
  Carbondale, IL
  Carbondale, IL
• 2006-06-19 → 2007-12-18
  Raymond James Financial Services, Inc.
  Marion, IL

Other Businesses

-The name of the other business: Ballast Rock Private Wealth, -Whether the business is investment-related: yes, - The address of the other business 460 King Str. Ste 200 Charleston, SC 29401, - Nature of the other business - Insurance, -Your position, title, or relationship with the other business: Senior Wealth Advisor, -The start date of your relationship: 10/23/2023, -The approximate number of hours/month you devote to the other business: 5hrs/month are devoted to this business activity,-The number of hours you devote to the other business during securities trading hours: 2hrs/month are devoted during securities trading hours. -Briefly describe your duties relating to the other business: As part of my client service with BRPW, I am a licensed independent life and health insurance agent, discussing and sometimes writing life insurance and/or LTC insurance policies, and/or annuities. Carlsbad Rotary Foundation, Yes; Rotary Club of Carlsbad, PO Box 34 Carlsbad, CA, 92018; Endowed charitable foundation; Treasurer; Treasurer; 06/01/2025; 2-3hrs; 0hrs; Manage the investment account by rebalancing, as needed, and raising cash annually prior to funding of scholarships. The treasurer follows an Investment Policy Statement specifying an allocation model, which is developed and approved by the Foundation's president.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-28

Designations