Scott Edward Parrish

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2014 → 10/2023
  Pfs Investments Inc.
  Dallas, TX
• 06/2013 → 10/2023
  Primerica Financial Services
  Dallas, TX
• 04/2016 → Present
  Bullard Southern Baptist Church
  Bullard, TX
• 06/2023 → Present
  Waypoints Coaching Services
  Pittsburg, PA
• 10/2023 → Present
  Lpl Financial Llc
  Dallas, TX

Other Businesses

1) 09/28/2023 - WayPoints Financial Services, LLC - Outside/W-2 Employment - Non-Inv Rel - Pittsburgh, PA - Start: 07/2023 - 40 Hr/Mth 2) 09/28/2023 - Bullard Southern Baptist Church - Church/Pastor - Non-Inv Rel - Bullard, TX - Start: 03/2015 - 160 Hr/Mth 3) 10/23/2023 - Sovereign Private Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/20/2023 - 40 Hours Per Month/ 30 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-29
• S63 Uniform Securities Agent State Law Examination
  2014-07-15