Tyler Roy Scott

Current Employers

Employment History

• 08/2015 → 11/2016
  Professional Investment Management Services
  Kennewick, WA
• 12/2016 → 02/2022
  Fidelity Investments
  Scottsdale, AZ
• 07/2018 → 02/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 02/2022 → Present
  Lpl Financial Llc
  Kennewick, WA
• 02/2022 → Present
  Cornerstone Wealth Strategies, Inc.
  Kennewick, WA

Previous Registrations

• 2022-02-16 → 2024-07-12
  Cornerstone Wealth Strategies, Inc.
  Kennewick, WA
• 2018-07-13 → 2022-02-22
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-01-10 → 2018-07-13
  Strategic Advisers Llc
  Scottsdale, AZ
• 2015-10-16 → 2016-11-23
  Professional Investment Management Services, Pllc
  Kennewick, WA
• 2014-03-24 → 2015-08-24
  Waddell & Reed
  Kennewick, WA

Other Businesses

1) 2/2022 - DBA for LPL Business (entity for LPL business) - CORNERSTONE WEALTH STRATEGIES - Investment Related - PHOENIX, AZ 85085 2) 10/2020 - Real Estate Rental - Tyler Scott - 5-10hr/mon - 10% - Investment Related - 385 N Bertrand Flagstaff, AZ 86001; 5524 N 3rd Ave Phoenix, AZ 85013; 8737 W Runion Dr Peoria, AZ 85382 3) 10/2020 - Business Entity For Tax/Investment Purposes Only - GREEN AND BLUE HOLDINGS LLC - Not Investment Related - Phoenix, AZ 85085 4) 02/17/2022 - CORNERSTONE WEALTH STRATEGIES INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/15/2022 - 160 Hours Per Month/100 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Cornerstone Wealth Strategies Inc, an independent investment advisor firm. I started this business activity in 02/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 03/26/2024 - Next Gear Logistics - For-Profit Board Member - Not Investment Related - 815 N. Kellogg Street, Suite A, Kennewick WA 99336 - Start Date 02/29/2024 - 4 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2014-03-22

Designations