Joshua Anthony Scott

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-29
TX	RA	APPROVED	2026-07-29

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	04/2026	Present
Procare Therapy	Jacksonville	FL	07/2024	04/2026
Ops Tech Alliance	Brunswick	GA	05/2024	07/2024
College Of Coastal Georgia	Brunswick	GA	07/2020	05/2024
Collins Quarter	Savannah	GA	12/2022	07/2023
Fannies On The Beach	Tybee Island	GA	06/2021	12/2022
Sea Island	Sea Island	GA	06/2020	06/2021
Mullet Bay	Saint Simons Island	GA	12/2015	06/2020

04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
07/2024 → 04/2026

Procare Therapy

Jacksonville, FL
05/2024 → 07/2024

Ops Tech Alliance

Brunswick, GA
07/2020 → 05/2024

College Of Coastal Georgia

Brunswick, GA
12/2022 → 07/2023

Collins Quarter

Savannah, GA
06/2021 → 12/2022

Fannies On The Beach

Tybee Island, GA
06/2020 → 06/2021

Sea Island

Sea Island, GA
12/2015 → 06/2020

Mullet Bay

Saint Simons Island, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-28

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