Scott Karl Wetherbee

Current Employers

Employment History

• 01/2001 → 12/2017
  Dejesus & Wetherbee Llc
  Perkasie, PA
• 10/2014 → 02/2022
  Independent Financial Group
  Perkasie, PA
• 02/2022 → Present
  Cwm, Llc
  Omaha, NE
• 02/2022 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2022 → Present
  Carson Wealth
  Doylestown, PA

Previous Registrations

• 2014-10-31 → 2022-02-07
  Independent Financial Group, Llc
  Perkasie, PA
  San Diego, CA
  Perkasie, PA
• 2002-12-06 → 2014-10-31
  Grove Point Investments, Llc
  Perkasie, PA
  Perkasie, PA
• 2001-09-12 → 2002-12-09
  Genworth Financial Planning Corporation
  Harleysville, PA

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/1999; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG-TERM CARE; NAME OF OTHER BUSINESS: FACING ADDICTION MINISTRIES; INVESTMENT RELATED: NO; ADDRESS: P.O. BOX 1149, DOYLESTOWN, PA 18901; NATURE OF BUSINESS: NON-PROFIT / 501(C)(3) ORGANIZATION; START DATE: 12/2019; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: COMPILE AND RECORD ALL RECEIPTS AND DISBURSEMENTS, APPROVE AND EXECUTE ALL DISBURSEMENTS, CHECK WRITING; NAME OF OTHER BUSINESS: SKW-CPA PC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOOKKEEPING /ACCOUNTING SERVES / INCOME TAX RETURN PREPARATION; START DATE: 11/2017; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: PRIMARILY REVIEW AND SUPERVISION OF CLIENT RELATED WORK PERFORMED BY STAFF; NAME OF OTHER BUSINESS: CROSSROADS ADVISORY & PLANNING GROUP LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSOLIDATE OPERATIONS OF VARIOUS BUSINESS ENTITIES; START DATE: 08/2016; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OF STAFF AND OPERATIONS OF ALL BUSINESS ENTITIES; NAME OF OTHER BUSINESS: SSW COACH LLC; INVESTMENT RELATED: NO; ADDRESS: PERKASIE, PA; NATURE OF BUSINESS: RV RENTAL; START DATE: 08/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MANAGE RV RENTAL COMPANY;

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-08

Other Names

• Scott Karl Wetherbee