James Robert Scott

Current Employers

Alden Investment Group

37 West Avenue Suite 301, Wayne, PA 19087-3226 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-05-08
MA	RA	APPROVED	2024-06-18
WA	RA	APPROVED	2024-05-29
FL	RA	APPROVED	2024-05-14
NH	RA	APPROVED	2024-05-09
RI	RA	APPROVED	2024-05-09

NJ RA
APPROVED

Since 2026-05-08
MA RA
APPROVED

Since 2024-06-18
WA RA
APPROVED

Since 2024-05-29
FL RA
APPROVED

Since 2024-05-14
NH RA
APPROVED

Since 2024-05-09
RI RA
APPROVED

Since 2024-05-09

Branch Locations

Ocala, FL • United States

37 West Avenue Suite 301, Wayne, PA 19087-3226 • 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

Organization	City	State	From	To
Ages Financial Services, Ltd.	Woburn	MA	12/2013	05/2024
Health & Wealth Inc	Norwell	MA	06/2014	09/2024
Scott Agency, Llc	Ocala	FL	05/2022	Present
Trust Advisory Group, Ltd.	Woburn	MA	06/2016	05/2024
J. Alden Associates, Inc.	Wayne	PA	05/2024	Present
Alden Investment Advisors Llc	Wayne	PA	05/2024	Present

12/2013 → 05/2024

Ages Financial Services, Ltd.

Woburn, MA
06/2014 → 09/2024

Health & Wealth Inc

Norwell, MA
05/2022 → Present

Scott Agency, Llc

Ocala, FL
06/2016 → 05/2024

Trust Advisory Group, Ltd.

Woburn, MA
05/2024 → Present

J. Alden Associates, Inc.

Wayne, PA
05/2024 → Present

Alden Investment Advisors Llc

Wayne, PA

Previous Registrations

2016-06-20 → 2024-05-13

Trust Advisory Group Ltd

Middleborough, MA

Ocala, FL

Birmingham, AL

Ocala, FL

Other Businesses

SCOTT AGENCY, LLC, NOT INVESTMENT RELATED, SALES OF ALL LINES OF INSURANCE POLICIES INCLUDING LIFE, HEALTH, PROPERTY, CASUALTY AND OUTSOURCING ACCOUNTING, PAYROLL AND TAX PREPARATION. 100% OWNER, STARTED MAY 2022, APPROXIMATELY 10% OF MY TIME DURING MARKET HOURS IS DEVOTED TO THIS BUSINESS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-10
S63	Uniform Securities Agent State Law Examination	1999-07-30

S65 Uniform Investment Adviser Law Examination

2016-06-10
S63 Uniform Securities Agent State Law Examination

1999-07-30

View on SEC IAPD