James Robert Sickorez

Current Employers

Employment History

• 12/2003 → Present
  College Planning Solutions
  Rockland, MA
• 12/2015 → 11/2018
  Signator Investors, Inc.
  Rockland, MA
• 11/2018 → 12/2024
  Osaic Wealth, Inc.
  Rockland, MA
• 01/2024 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH

Previous Registrations

• 2018-11-02 → 2024-12-26
  Osaic Wealth, Inc.
  Rockland, MA
  Nashville, TN
• 2016-02-17 → 2018-11-02
  Signator Investors, Inc.
  Rockland, MA
  Nashville, TN
  Gold River, CA
• 2006-08-14 → 2015-12-28
  Signator Financial Services, Inc.
  Rockland, MA
• 2006-01-27 → 2006-07-18
  Invest Financial Corporation
  Rockland, MA
  Rockland, MA

Other Businesses

1. COLLEGE PLANNING SOLUTIONS POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2003 ADDRESS: 800 HINGHAM STREET, ROCKLAND MA 02370, UNITED STATES DESCRIPTION: I'VE BEEN A PRIVATE GUIDANCE COUNSELOR FOR THE PAST 16 YEARS. I PROVIDE GUIDANCE ON THE STUDENTS HIGH SCHOOL COURSE SELECTION, REVIEW THE STUDENTS TRANSCRIPT, SUGGEST IMPROVEMENTS, ASSIST WITH CAREER EXPLORATION, HELP THE STUDENT WITH THEIR COLLEGE ESSAY, REVIEW ACT/SAT RESULTS TO DETERMINE IF THEY SHOULD RETAKE IT, MANAGE COLLEGE APPLICATION DEADLINES AND ASSIST WITH THE COLLEGE APPLICATIONS. 2. JIM SICKOREZ POSITION: sole proprietor NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2001 ADDRESS: 800 Hingham Street, Rockland MA 02370, United States DESCRIPTION: Life insurance sales. 3. JAMES SICKOREZ POSITION: sole proprietor NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2011 ADDRESS: 800 Hingham Street, Rockalnd MA 02370, United States DESCRIPTION: Domain name sales and affiliate marketing which is dependent on the domain name. 4. JAMES SICKOREZ POSITION: Power of Attorney on spouse Kristin Sickorez NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/12/2023 ADDRESS: 896 Main Street, Marshfield MA 02050, United States DESCRIPTION: I have Power of Attorney for Healthcare and Finacial over my spouse Kristin Sickorez.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-24
• S63 Uniform Securities Agent State Law Examination
  1996-08-22

Other Names

• Jim Sickorez