Morteza Karimian

Current Employers

Employment History

• 11/1992 → 11/2018
  Signator Investors, Inc.
  Nashville, TN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Chattanooga, TN

Previous Registrations

• 2013-08-16 → 2018-11-02
  Signator Investors, Inc.
  Chattanooga, TN
  Chattanooga, TN
  Nashville, TN

Other Businesses

1) RESIDUARY TRUST OF MOSTAFA KARIMIAN POSITION: Trustee NATURE: Trust of deceased brother INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/04/2009 ADDRESS: 735 Broad St, Ste 804, Chattanooga TN 37402, United States DESCRIPTION: Overseeing inheritance left to my nephews by my deceased brother. 2) INNOVATIVE FINANCIAL GROUP-CHATTANOOGA POSITION: President & CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/24/2014 ADDRESS: 735 Broad St, Ste 804, Chattanooga TN 37402, United States DESCRIPTION: Investment Advisor Representative 3) INNOVATIVE BENEFITS GROUP, LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/12/2004 ADDRESS: 110 Mathis Dr, Dickson TN 37055, United States DESCRIPTION: Agent/Co-owner 4) MORY KARIMIAN POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/1992 ADDRESS: 735 Broad St, Suite 804, Chattanooga TN 37402, United States DESCRIPTION: Selling Fixed Life insurance products to clients. 5) KARIMIAN ENTERPRISES, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/28/2017 ADDRESS: 402 N PALISADES DR, SIGNAL MOUNTAIN TN 37377, United States DESCRIPTION: This is a partnership between myself and My late brother's trust for the sole purposes of finding and deciding if a Real Estate and/or Hotel investment would be potentially a profitable investment. I invest 50% of my own funds and 50% from the trust for future growth. 6) RILEY'S CLUB POSITION: Member NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/15/1998 ADDRESS: 402 N PALISADES DR, SIGNAL MOUNTAIN TN 37377, United States DESCRIPTION: Participate in picking stocks and voting on other member's stock picks as an equal member of the partnership. I do not act as an advisor to the group.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-20
• S63 Uniform Securities Agent State Law Examination
  1989-12-01

Other Names

• Mory Karimian