Best Investors Account Sign in

Julie Anne Patterson-D'ANgelo

Osaic Wealth, Inc.

Wakefield, MA

Needham Heights, MA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-02
  • MA RA
    APPROVED
    Since 2025-09-02

Branch Locations

401 Edgewater Place Suite 105, Wakefield, MA 01880 • United States

160 Gould Street Suite 212, Needham Heights, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors, Inc. Boston MA 10/2003 11/2018
John Hancock Life Insurance Co. Boston MA 10/2003 11/2018
Osaic Needham Heights MA 11/2018 Present
  • 10/2003 → 11/2018
    Signator Investors, Inc.
    Boston, MA
  • 10/2003 → 11/2018
    John Hancock Life Insurance Co.
    Boston, MA
  • 11/2018 → Present
    Osaic
    Needham Heights, MA
Other Businesses

1. MARK C. SULLIVAN DBA CENTINEL FINANCIAL GROUP LLC POSITION: Director of Supervision & Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2000 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: all aspects of supervision/FLS duties 2. JULIE PATTERSON-DANGELO POSITION: Owner NATURE: personal/joint owners of real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 6 Lt Litchfield Way, Burlington MA 01803, United States DESCRIPTION: rental property ownership 3. CENTINEL FINANCIAL GROUP LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2000 ADDRESS: 160 Gould Street, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: all aspects of business operations for Centinel Financial Group, as a partner in the LLC entity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
S63 Uniform Securities Agent State Law Examination 2002-07-11
  • S66 Uniform Combined State Law Examination
    2022-04-15
  • S63 Uniform Securities Agent State Law Examination
    2002-07-11
Other Names
  • Julie Anne Patterson
  • Julie Anne Hamner
  • Julie A Patterson - D'ANgelo
  • Julie Anne Patterson
  • Julie Anne Patterson - D'ANgelo

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wakefield, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor