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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-02 |
Branch Locations
3400 Bradshaw Road Suite A-4A, Sacramento, CA 95827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Sacramento | CA | 01/2001 | Present |
| Jeter Tax | Sacramento | CA | 02/2003 | Present |
| Signator Investors, Inc. | Nashville | TN | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Sacramento | CA | 11/2018 | Present |
1. JETER TAX AND FINANCIAL SERVICES POSITION: Enrolled Agent-Tax Preparer NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1990 ADDRESS: 9261 Folsom Blvd Ste 703, Sacramento CA 95826, United States DESCRIPTION: I prepare tax returns and occasionally represent clients in Audits. 70 hour work week is only during tax season 2. MICHAEL JETER POSITION: Insurance agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: 9261 Folsom Blvd Ste 703, Sacramento CA 95827, United States DESCRIPTION: Sell fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-04 |
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