John V. Scambray
Professional summary
John Vincent Scambray, who also goes by John Scambray, is a registered financial advisor currently at ONESOURCE WEALTH MANAGEMENT located in Granite Bay, California and FARTHER located in Granite Way, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. John has worked at 21 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Vincent Scambray's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2022 - Present
ONESOURCE WEALTH MANAGEMENT
Office #1: 4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746May 22, 2025 - Present
FARTHER
Office #1: 4080 Cavitt Stallman Road Suite 200, Granite Way, CA 95746April 3, 2020 - December 31, 2022
ONE SOURCE HEALTH & WEALTH MANAGEMENT
June 19, 2019 - March 27, 2020
SB ADVISORY, LLC
June 18, 2019 - November 22, 2019
IFS SECURITIES
June 17, 2015 - June 11, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
June 12, 2015 - June 11, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
February 21, 2014 - June 17, 2015
CITIGROUP GLOBAL MARKETS INC.
February 21, 2014 - June 17, 2015
CITIGROUP GLOBAL MARKETS INC.
October 29, 2013 - December 19, 2013
ALPS DISTRIBUTORS, INC.
September 23, 2013 - January 9, 2014
PATHWAY STRATEGIC ADVISORS
August 5, 2009 - October 14, 2009
AMERIPRISE ADVISOR SERVICES, INC.
July 23, 2009 - October 14, 2009
AMERIPRISE ADVISOR SERVICES, INC.
July 17, 2009 - May 3, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
July 17, 2009 - May 3, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
February 4, 2005 - May 5, 2009
WELLS FARGO INVESTMENTS, LLC
February 4, 2005 - May 5, 2009
WELLS FARGO INVESTMENTS, LLC
November 9, 2004 - February 15, 2005
CITIGROUP GLOBAL MARKETS INC.
November 9, 2004 - February 15, 2005
CITIGROUP GLOBAL MARKETS INC.
October 20, 2004 - November 24, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 20, 2004 - November 24, 2004
BANC OF AMERICA INVESTMENT SERVICES, INC.
April 7, 2003 - October 20, 2004
QUICK & REILLY, INC.
April 7, 2003 - October 20, 2004
QUICK & REILLY, INC.
March 15, 2001 - June 3, 2003
EQUITABLE ADVISORS, LLC
March 8, 2001 - June 3, 2003
EQUITABLE ADVISORS, LLC
April 23, 1999 - February 22, 2001
MORGAN STANLEY DW INC.
March 22, 1999 - April 22, 1999
LPL FINANCIAL LLC
November 12, 1996 - March 5, 1999
MARKETING ONE SECURITIES, INC.
June 22, 1993 - September 6, 1995
GLENFED BROKERAGE SERVICES
May 15, 1992 - November 24, 1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
May 15, 1992 - November 24, 1992
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
FARTHER
CRD#: 302050 / SEC#: 801-116721
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/24/2022)
Exams
Current Firm
FARTHER
CRD#: 302050 / SEC#: 801-116721
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FARTHER
CRD#: 302050Granite Bay, CA 95746TRUST BUT VERIFY
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