Scott Patrick Trease

Current Employers

Sapere Wealth Management, Llc

130 Matthews Station St. Suite 2A, Matthews, NC 28105 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2002-06-10

NC RA
APPROVED

Since 2002-06-10

Branch Locations

130 Matthews Station St. #2-A, Matthews, NC 28105 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Sapere Wealth Management, Llc	Matthews	NC	06/2002	Present
Sapere Wealth Creation, Llc	Matthews	NC	06/2002	Present
Sapere Global Distributors, Llc	Matthews	NC	05/2018	Present

06/2002 → Present

Sapere Wealth Management, Llc

Matthews, NC
06/2002 → Present

Sapere Wealth Creation, Llc

Matthews, NC
05/2018 → Present

Sapere Global Distributors, Llc

Matthews, NC

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-01-23

S63 Uniform Securities Agent State Law Examination

2006-01-23

View on SEC IAPD

Current Employers

Sapere Wealth Management, Llc

Disclosures

Employment History

Exams

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