Scott Wayne Hamersly

Current Employers

Employment History

• 03/2012 → 10/2017
  Sii Investments, Inc.
  Lake Oswego, OR
• 10/2017 → 06/2024
  Securities America, Inc.
  West Linn, OR
• 10/2017 → 06/2024
  Securities America Advisors
  West Linn, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  West Linn, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  West Linn, OR

Previous Registrations

• 2017-10-30 → 2024-06-14
  Securities America Advisors, Inc.
  West Linn, OR
• 2012-03-15 → 2017-10-30
  Sii Investments, Inc.
  Appleton, WI
  West Linn, OR
• 2002-08-27 → 2012-03-15
  Paulson Investment Company Llc
  Portland, OR
  Lake Oswego, OR
  Portland, OR

Other Businesses

1. Hamersly Family LLC Position: Member Nature: Hamersly Family, LLC real estate investments Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 10/21/1997 Address: 2695 Surrey Lane, West Linn OR 97068 2. WEST LINN BEAVERS, LLC POSITION: Member. NATURE: West Linn Beavers LLC is the entity that owns the building our office is in. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/09/2014 ADDRESS: 18612 Willamette Drive, West Linn OR 97068 DESCRIPTION: purchased a building in 2015. Set up an LLC, West Linn Beavers. which is owned 50% by my spouse and I, our office is in this location. 3. WILLAMETTE FALLS TRUST, 501C3 POSITION: campaign board member NATURE: volunteer at Rediscover the Falls INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/01/2017 ADDRESS: PO Box 2588, Oregon City OR 97045, United States DESCRIPTION: campaign board for Willamette Falls Trust 4. SCOTT WAYNE HAMERSLY POSITION: sales and service NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 03/17/1998 ADDRESS: 18654 Willamette Drive #100, West Linn OR 97068 DESCRIPTION: life, health, fixed annuity, fixed indexed annuity, variable annuity, long term care insurance sales and servicing 5. EOLA HILLS WINERY POSITION: investor NATURE: shareholder in winery. nonpublic corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2022 ADDRESS: 501 S Pacific Hwy, Rickreall OR 97371 DESCRIPTION: inherited common stock of winery in 2022 6. HAMERSLY EDUCATION TRUST AND CAROLE STILES TRUST POSITION: co-trustee NATURE: co-trustee for two family trusts, Hamersly Education Trust and the Carole Stiles Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 07/20/2022 ADDRESS: 2695 Surrey Lane, West Linn OR 97068 DESCRIPTION: Invest corpus of trust for each trust. Either in a bank or brokerage account 7. OREGON WEALTH MANAGEMENT, LLC POSITION: member/manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2012 ADDRESS: 18654 Willamette Drive, #100, West Linn OR 97068, United States DESCRIPTION: Oregon Wealth Management LLC is the business part of our firm. Used for banking and DBA Oregon Wealth Management 8. OREGON REGINA APIS LLC POSITION: Member/Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/21/2025 ADDRESS: 18654 Willamette Drive, West Linn OR 97068, United States DESCRIPTION: Honey Bee farming / farming 9. POA POSITION: POA NATURE: POA for wife Joell Hamersly INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2023 ADDRESS: 2695 surrey lane, west linn OR 97068, United States DESCRIPTION: 6/7/23 had attorney draft estate planning documents, trust, advanced directive and POA POA on file, not currenlty being used

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-04
• S63 Uniform Securities Agent State Law Examination
  1986-10-20