Patrick Arthur Scott

Employer firm

Wellington Investment Advisors CRD 283853

$261M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → 06/2026
  Focal Point Logistics, Llc D/B/A Unishippers 1730
  Spring Hill, TX
• 06/2025 → 08/2025
  County National Bank
  Hillsdale, MI
• 01/2025 → 12/2025
  Hillsdale Community Health Center
  Hillsdale, MI
• 06/2024 → 08/2024
  Iron Capital Advisors, Inc.
  Atlanta, GA
• 05/2023 → 01/2025
  Cherokee Town And Country Club, Inc.
  Atlanta, GA
• 05/2022 → 08/2022
  The Home Depot, Inc.
  Smyrna, GA
• 09/2020 → 10/2021
  Starbucks Corporation
  Smyrna, GA
• 10/2019 → 07/2020
  Chick-Fil-A, Inc.
  Smyrna, GA
• 09/2022 → 06/2026
  Hillsdale College
  Hillsdale, MI
• 08/2016 → 08/2022
  Full-Time Student
  Smyrna, GA
• 06/2026 → Present
  Wellington Investment Advisors
  Bloomington, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-03