John David Scott

Current Employers

Employment History

• 08/1993 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Cherry Hill, NJ

Previous Registrations

• 2004-09-07 → 2018-11-02
  Signator Investors, Inc.
  Conshohocken, PA
  Cherry Hill, NJ

Other Businesses

1. HOPE COMMUNITY CHURCH POSITION: Board Member NATURE: Non Denominational Church INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2006 ADDRESS: 235 W. Main Street, Moorestown NJ 08057, United States DESCRIPTION: Leadership and Direction for the local ChurchMinistry Concerns 2. FAMILY TRUSTS POSITION: Trustee NATURE: Trustee for Family Trusts INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 19 E. Oak Avenue, Moorestown NJ 08057, United States DESCRIPTION: Trustee for Family Trusts Grantors Brother in-law and Sister in-law 3. BALA FINANCIAL GROUP, INC. POSITION: Managing Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/1988 ADDRESS: 505 South Lenola Road, Suite 200, Moorestown NJ 08057, United States DESCRIPTION: Sales/marketing of securities and insurance products 4. BFG PROPERTIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2002 ADDRESS: 505 South Lenola Road, Suite 200, Moorestown NJ 08057, United States DESCRIPTION: Owner/Commercial Real Estate 5. BALA FINANCIAL GROUP/INSURANCE BROKERAGE POSITION: Insurance Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 06/01/1988 ADDRESS: 505 South Lenola Road, Suite 200, Moorestown NJ 08057, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance and Health Insurance 6. PHILADELPHIA METRO PARTNERS POSITION: Partner NATURE: DBA for our partnership where wepay administration, statutory employees, brokers and all other office expenses. Basically works as a pass through entity for accounting purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2008 ADDRESS: 208 Old Lancaster Rd., Devon PA 19333, United States DESCRIPTION: This is a DBA where all revenue passes through to pay our expenses. Was set up while at John Hancock many years ago. Revenue used to go directly to this account but several years we were told that all revenue needed to go to an individual first. We do not use Philadelphia Metro Partners for any marketing. We do not sell through this entity. It is simply where all business expenses have been paid since 2002.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-10
• S63 Uniform Securities Agent State Law Examination
  1987-09-04

Designations