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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED_RES | 2023-06-12 |
| NJ | RA | APPROVED | 2018-11-02 |
Branch Locations
Scotch Plains, NJ • United States
290 West Mount Pleasant Ave Suite 2300, Livingston, NJ 07039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Roseland | NJ | 03/2002 | 11/2018 |
| Osaic Wealth, Inc. | Livingston | NJ | 11/2018 | Present |
1. INSURANCE BROKER-HEALTH & GROUP, ACORN FINANCIAL SERV, AGENT, INSURANCE BROKERAGE, START DATE- 1/1/09, APROX 20HRS MONTHLY,APROX 20HRS BUSINESS. 2. ACORN FINANCIAL SERVICES, INC. POSITION: agent NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2020 ADDRESS: 290 W. Mt. Pleasant Ave St 2300, Livingston NJ 07039, United States DESCRIPTION: insurance 3. ACORN FINANCIAL SERVCIES, INC. POSITION: CFP NATURE: Insurance and investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2020 ADDRESS: 290 W. Mt. Pleasant Ave St 2300, Livingston NJ 07039, United States DESCRIPTION: CFP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-06 |
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