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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-09 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
7380 Sand Lake Road Suite 405, Orlando, FL 32819 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Orlando | FL | 09/2014 | 11/2021 |
| Mml Investors Services, Llc | Orlando | FL | 09/2014 | 11/2021 |
| Raymond James Financial Services, Inc. | Orlando | FL | 11/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Orlando | FL | 11/2021 | Present |
| Signature Wealth Partners | Orlando | FL | 06/2021 | Present |
| N/A - Insurance Sales | Orlando | FL | 01/1997 | Present |
| Signature Tax Planning | Windermere | FL | 09/2019 | Present |
(1)Name of Business: Signature Wealth Partners Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing Partner (2)Name of Business: Signature Wealth Partners Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Managing Partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-16 |
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