Zachary Morris Scott

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-08-31
TX	RA	APPROVED	2026-01-16
FL	RA	APPROVED	2023-12-07
CT	RA	APPROVED	2022-12-08
MD	RA	APPROVED	2022-12-08
PA	RA	APPROVED	2022-12-08

NJ RA
APPROVED

Since 2026-08-31
TX RA
APPROVED

Since 2026-01-16
FL RA
APPROVED

Since 2023-12-07
CT RA
APPROVED

Since 2022-12-08
MD RA
APPROVED

Since 2022-12-08
PA RA
APPROVED

Since 2022-12-08

Branch Locations

Morristown, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Brotman Financial Group	Timonium	MD	06/2014	06/2020
Kestra Financial Services, Inc.	Austin	TX	04/2016	06/2020
Securian Financial Services Inc	Saint Paul	MN	07/2020	12/2022
Minnesota Life Insurance Company	Saint Paul	MN	07/2020	12/2022
Securian Capital Of The Chesapeake	Towson	MD	07/2020	12/2022
Osaic Wealth, Inc.	Catonsville	MD	12/2022	Present

06/2014 → 06/2020

Brotman Financial Group

Timonium, MD
04/2016 → 06/2020

Kestra Financial Services, Inc.

Austin, TX
07/2020 → 12/2022

Securian Financial Services Inc

Saint Paul, MN
07/2020 → 12/2022

Minnesota Life Insurance Company

Saint Paul, MN
07/2020 → 12/2022

Securian Capital Of The Chesapeake

Towson, MD
12/2022 → Present

Osaic Wealth, Inc.

Catonsville, MD

Previous Registrations

2020-07-29 → 2022-12-09

Securian Financial Services, Inc.

Towson, MD
2016-04-19 → 2020-06-24

Kestra Advisory Services, Llc

Timonium, MD
2015-02-27 → 2016-09-22

Kestra Investment Services, Llc

Austin, TX

Timonium, MD

Other Businesses

1) CASTELLAN FINANCIAL GROUP, LLC POSITION: President & Financial Planner NATURE: LLC taxed as an S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/08/2022 ADDRESS: 119 N Beechwood Ave, Apt 1, Catonsville MD 21228, United States DESCRIPTION: Financial Planning 2) FIXED INSURANCE WITH VARIOUS COMPANIES POSITION: Independent Insurance Agent NATURE: Insurance Agency with Mettle Insurance Group as the BGA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/08/2022 ADDRESS: 119 N Beechwood Ave, Apt 1, Catonsville MD 21228, United States DESCRIPTION: Disability, fixed annuities, and life insurance

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-13

S66 Uniform Combined State Law Examination

2015-02-13

Designations

View on SEC IAPD