# SCOTT PORTLOCK

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MERIT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/142457) | 2025-08-15 | present | Yes |
| [GLOBAL WEALTH ADVISORS](https://search.stillhousedata.com/firm/147800) | 2024-06-04 | 2026-01-02 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2012-01-23 | 2025-08-20 | — |
| [MACRO CONSULTING GROUP](https://search.stillhousedata.com/firm/108755) | 2011-03-09 | 2012-01-26 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-11-17 | 2011-01-21 | — |
| [SUMMIT FINANCIAL RESOURCES INC](https://search.stillhousedata.com/firm/104990) | 2007-07-30 | 2008-04-23 | — |
| [SUMMIT EQUITIES, INC.](https://search.stillhousedata.com/firm/11039) | 2007-07-30 | 2008-04-23 | — |
| [ICICI INVESTMENT ADVISORS](https://search.stillhousedata.com/firm/106251) | 2006-07-31 | 2007-04-20 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2639917)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2639917.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.