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Scott William O'BRien

Worthpointe

Ramona, CA

Austin, TX

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Current Employers
Worthpointe

Ramona, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-06-11
  • TX RA
    APPROVED
    Since 2012-06-11

Branch Locations

Ramona, CA • United States

6836 Bee Cave Road Suite 210, Austin, TX 78746 • 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
OrganizationCityStateFromTo
Worthpointe, Llcc Austin TX 09/2013 Present
Constitution Wealth Llc Austin TX 10/2023 12/2025
  • 09/2013 → Present
    Worthpointe, Llcc
    Austin, TX
  • 10/2023 → 12/2025
    Constitution Wealth Llc
    Austin, TX
Previous Registrations
  • 2023-11-09 → 2025-12-31
    Constitution Wealth Llc
    Austin, TX
    Ramona, CA
  • 2012-06-11 → 2013-12-31
    Trovena, Llc.
    Redondo Beach, CA
  • 2009-09-21 → 2012-05-29
    Creative Planning
    Overland Park, KS
  • 2009-09-21 → 2010-06-02
    Wealth Management Consultants, Llc
    Overland Park, KS
  • 2008-01-15 → 2009-01-09
    Berthel, Fisher & Company Financial Services, Inc.
    Gladstone, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-14
  • S66 Uniform Combined State Law Examination
    2008-01-14
Designations
Other Names
  • Scott William Obrien

View on SEC IAPD

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