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Scott Philips Bown

Advice Only

San Diego, CA

Bethel Park, PA

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Current Employers
Advice Only

1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-15
  • PA RA
    APPROVED
    Since 2025-04-15

Branch Locations

1455 Frazee Rd, Suite 500, San Diego, CA 92108 • United States

Bethel Park, PA • United States

Disclosures

1 disclosure category 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 No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 09/2012 12/2021
National Financial Education Council Santa Monica CA 05/2017 02/2025
Wealthfully Prepared, Llc Glenmoore PA 07/2018 07/2020
Origin Financial San Francisco CA 12/2021 09/2023
Generationally Prepared Glenmoore PA 08/2020 Present
Bown Advisory Consulting Glenmoore PA 11/2021 11/2023
Advice Only San Diego CA 02/2025 Present
  • 09/2012 → 12/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 05/2017 → 02/2025
    National Financial Education Council
    Santa Monica, CA
  • 07/2018 → 07/2020
    Wealthfully Prepared, Llc
    Glenmoore, PA
  • 12/2021 → 09/2023
    Origin Financial
    San Francisco, CA
  • 08/2020 → Present
    Generationally Prepared
    Glenmoore, PA
  • 11/2021 → 11/2023
    Bown Advisory Consulting
    Glenmoore, PA
  • 02/2025 → Present
    San Diego, CA
Previous Registrations
  • 2021-12-16 → 2023-11-07
    Glenmore, PA
    Sarasota, FL
  • 2020-09-11 → 2021-12-13
    Malvern, PA
  • 2007-07-16 → 2009-06-10
    Strasburg, VA
    Woodstock, VA
    Charleston, WV
    Waynesboro, VA
  • 2006-10-02 → 2007-08-01
    Uvest Financial Services Group, Inc.
    Waynesboro, VA
    Staunton, VA
    Charlottesville, VA
    Charlottesville, VA
    Ruckersville, VA
    Charlotte, NC
    Waynesboro, VA
    Staunton, VA
    Charlottesville, VA
    Charlottesville, VA
    Ruckersville, VA
  • 2003-12-04 → 2005-03-02
    Bridgeville, PA
Other Businesses

Generationally Prepared / Not Investment Related / Glenmoore, PA / Educational / Owner / Aug 2020 / 25 hrs per month / 0 hours during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-03
S63 Uniform Securities Agent State Law Examination 1992-06-30
  • S66 Uniform Combined State Law Examination
    2003-12-03
  • S63 Uniform Securities Agent State Law Examination
    1992-06-30
Designations
Other Names
  • Scott Bown

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