Scott Merritt Gordon

CRD 2293835 · Captrust · Folsom, CA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 63Series 24SIESeries 7
Registered states (2): California · Texas
Years in the industry (source record): 34
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2293835 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Captrust
Firm CRD: 175112
SEC number: 801-62193
Assets under management: $1.2T as of May 27, 2026
Website: www.linkedin.com/COMPANY/CAPTRUST ↗
Phone: 919-870-6822
Firm location: Raleigh, NC, 27609

Employment history (8)

From the source registration record · current first

Capfinancial Securities, LLC.Current
Folsom, CA · BD capacity

Mar 2, 2021 → present
CaptrustCurrent
Folsom, CA · IA capacity

Mar 1, 2021 → present
Wells Fargo Advisors Financial Network, LLC
BD capacity

Jan 5, 2004 → Mar 5, 2021
Wells Fargo Advisors Financial Network, LLC
IA capacity

Jan 5, 2004 → Mar 5, 2021
London Pacific Advisors
IA capacity

Jul 8, 1997 → Jan 26, 2004
London Pacific Securities, Inc.
BD capacity

Aug 22, 1994 → Jan 5, 2004
Ids Life Insurance Company
BD capacity

Nov 9, 1992 → Aug 24, 1994
American Express Financial Advisors Inc.
BD capacity

Nov 9, 1992 → Aug 24, 1994

Source & corrections

Where this page comes from

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