Scott Carlisle Champion

Employer firm

Champion Financial & Tax Services, LLC CRD 148839

$30.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Champion Financial & Tax Services, Llc

Sewell, NJ • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2009-02-02

NJ RA
APPROVED

Since 2009-02-02

Branch Locations

Sewell, NJ • 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 No
Termination Yes

Employment History

Organization	City	State	From	To
Champion Financial & Tax Services, Llc	Mickleton	NJ	07/2001	Present
Linsco Private Ledger	Mickleton	NJ	11/2006	Present

07/2001 → Present

Champion Financial & Tax Services, Llc

Mickleton, NJ
11/2006 → Present

Linsco Private Ledger

Mickleton, NJ

Previous Registrations

2006-11-30 → 2009-03-09

Lpl Financial Llc

Pitman, NJ

Mickleton, NJ

Fort Mill, SC

Mickleton, NJ

Mickleton, NJ
2004-01-02 → 2006-12-05

Securities America Advisors, Inc.

Mickleton, NJ
2002-03-07 → 2003-12-31

Retirement Solutions, Inc.

Mickleton, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-02-02
S63	Uniform Securities Agent State Law Examination	1999-02-01

S65 Uniform Investment Adviser Law Examination

1999-02-02
S63 Uniform Securities Agent State Law Examination

1999-02-01

View on SEC IAPD