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Signature Equity Partners, LLC CRD 327455
$331M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-05 |
| OH | RA | APPROVED | 2023-09-04 |
Branch Locations
445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-11-02 |
Branch Locations
445 Hutchinson Ave Suite 800, Columbus, OH 43235 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Indiana | PA | 01/2006 | 04/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 04/2017 |
| Mml Investors Services, Llc | Pittsburgh | PA | 03/2017 | 04/2017 |
| Sii | Pittsburgh | PA | 04/2017 | 11/2018 |
| Osaic Wealth, Inc. (Formerly Royal Alliance Associates, Inc.) | Whitehall | PA | 11/2018 | Present |
| Signature Equity Partners, Llc | Columbus | OH | 08/2023 | Present |
1) YOUTH BASKETBALL OFFICIAL POSITION: Youth Basketball Official NATURE: Youth Basketball Official INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2007 ADDRESS: 279 Sutherland Dr. Venetia PA 15367, United States DESCRIPTION: Youth Basketball Official 2) SIGNATURE FINANCIAL GROUP, LLC POSITION: I conduct investment and insurance business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/11/2017 ADDRESS: 445 Hutchinson Ave, Suite 800, Columbus OH 43235, United States DESCRIPTION: Sales/Marketing of Securities, investment advisory and insurance products 3) SIGNATURE FINANCIAL GROUP, LLCPOSITION: Agent . NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/27/2019 ADDRESS: 445 Hutchinson Ave., Suite 800, Columbus OH 43235, United States DESCRIPTION: Sales/marketing of Fixed Annuities and Non-Variable Insurance. 4. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 09/04/2023 ADDRESS: 445 Hutchinson Ave, Suite 800, Columbus OH 43235, United States DESCRIPTION: Sales/Marketing of Investment Advisory Products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-04-22 |
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