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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-15 |
| SC | RA | APPROVED | 2021-08-05 |
| NY | RA | APPROVED | 2021-04-26 |
| TX | RA | APPROVED | 2019-07-30 |
Branch Locations
1250 Pittsford-Victor Rd. Bldg 200, Ste 150, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 06/1988 | 11/2018 |
| Osaic Wealth, Inc. | Fairport | NY | 11/2018 | Present |
1) SIGNATURE ADVISORY POSITION: Senior Associate NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 147 START DATE: 01/27/2017 ADDRESS: 1250 Pittsford-Victor Rd., Building 200, Suite 150, Pittsford NY 14534, United States DESCRIPTION: Sales and marketing of securities, investment advisory and insurance products. 2) SIGNATURE ADVISORY - FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1990 ADDRESS: 1250 Pittsford-Victor Rd., Building 200, Suite 150, Pittsford NY 14534, United States DESCRIPTION: Sales and marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-23 |
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