SCOTT PORTLOCK is an investment adviser representative (IAR) with state registration records since 2006, appearing at 8 firms. Currently registered with MERIT FINANCIAL GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MERIT FINANCIAL GROUP, LLC | 2025-08-15 | present | Yes |
| GLOBAL WEALTH ADVISORS | 2024-06-04 | 2026-01-02 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2012-01-23 | 2025-08-20 | — |
| MACRO CONSULTING GROUP | 2011-03-09 | 2012-01-26 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-11-17 | 2011-01-21 | — |
| SUMMIT FINANCIAL RESOURCES INC | 2007-07-30 | 2008-04-23 | — |
| SUMMIT EQUITIES, INC. | 2007-07-30 | 2008-04-23 | — |
| ICICI INVESTMENT ADVISORS | 2006-07-31 | 2007-04-20 | — |