SCOTT WILLIAM O'BRIEN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with WORTHPOINTE.
| Firm | From | To | Current |
|---|---|---|---|
| CONSTITUTION WEALTH LLC | 2023-11-09 | 2025-12-31 | — |
| WORTHPOINTE | 2012-06-11 | present | Yes |
| TROVENA, LLC. | 2012-06-11 | 2013-12-31 | — |
| WEALTH MANAGEMENT CONSULTANTS, LLC | 2009-09-21 | 2010-06-02 | — |
| CREATIVE PLANNING, LLC | 2009-09-21 | 2012-05-29 | — |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 2008-01-15 | 2009-01-09 | — |