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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-30
OH RA APPROVED 2018-11-02
  • VA RA
    APPROVED
    Since 2026-04-30
  • OH RA
    APPROVED
    Since 2018-11-02

Branch Locations

Charlottesville, VA • United States

7140 Miami Avenue #101, Cincinnati, OH 45243 • United States

Madeira, OH • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Donna E. Bryant, Cpa Cincinnati OH 01/1992 Present
Signator Investors, Inc. Cincinnati OH 05/2016 11/2018
Osaic Wealth, Inc. Cincinnati OH 11/2018 Present
  • 01/1992 → Present
    Donna E. Bryant, Cpa
    Cincinnati, OH
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Cincinnati, OH
  • 11/2018 → Present
    Cincinnati, OH
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Cincinnati, OH
    Indianapolis, IN
    Pflugerville, TX
  • 2009-09-04 → 2016-05-13
    Cincinnati, OH
    Indianapolis, IN
  • 2003-06-23 → 2009-09-04
    Transamerica Financial Advisors, Inc.
    Cincinnati, OH
    Cincinnati, OH
Other Businesses

1. DONNA E. BRYANT, CPA POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 7140 Miami Avenue, Suite 101, Cincinnati OH 45243, United States DESCRIPTION: Tax Preparation and Consulting Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-09
S63 Uniform Securities Agent State Law Examination 2003-07-30
  • S65 Uniform Investment Adviser Law Examination
    2003-12-09
  • S63 Uniform Securities Agent State Law Examination
    2003-07-30

View on SEC IAPD

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