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SW

Scott D. Wykoff

UPTICK PARTNERS
SUMMERVILLE, GA 30747
Some features on this profile are disabled
CRD#: 6683291
SW
Scott David WykoffUPTICK PARTNERS

Professional summary

Scott David Wykoff is a registered financial advisor currently at UPTICK PARTNERS, LLC located in Summerville, Georgia.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Scott has worked at 2 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott David Wykoff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 3, 2026 - Present

UPTICK PARTNERS, LLC

Office #1: 9982 Commerce Street, Summerville, GA 30747
RIA
CRD#: 324250
SUMMERVILLE, GA
Past

October 18, 2016 - December 14, 2020

EDWARD JONES

RIA
CRD#: 250
CALHOUN, GA
Past

August 23, 2016 - December 14, 2020

EDWARD JONES

BD
CRD#: 250
CALHOUN, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UP
UPTICK PARTNERS, LLC
BAXTER ADVISORS, LLC | UPTICK PARTNERS, LLC | OLYMPUS WEALTH STRATEGIES | HOLISTIC PLANNING, LLC | DVORAK FINANCIAL PLANNING | COPPERTREE FINANCIAL PLANNING

CRD#: 324250 / SEC#: 801-127235

RIA
Registered Investment Advisory firm - (1/20/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/3/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/15/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/11/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/2016
General Securities Representative Examination

Current Firm

UP
UPTICK PARTNERS, LLC
BAXTER ADVISORS, LLC | UPTICK PARTNERS, LLC | OLYMPUS WEALTH STRATEGIES | HOLISTIC PLANNING, LLC | DVORAK FINANCIAL PLANNING | COPPERTREE FINANCIAL PLANNING

CRD#: 324250 / SEC#: 801-127235

RIA
Registered Investment Advisory firm - (1/20/2023 Approved)
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Contact information

Main Address
777 East Austin, Nacogdoches, TX 75965
Mailing Address
Phone number
(936) 800-0800
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (1/12/2026)

Regulatory assets under management

Total Number of Accounts2,583
AUM (Assets Under Management)$ 688,095,249

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

UPTICK PARTNERS, LLC

CRD#: 324250Summerville, GA 30747

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