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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-03 |
| TX | RA | APPROVED_RES | 2023-12-06 |
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Melbourne | FL | 07/1997 | 11/2018 |
| Osaic Wealth, Inc. | Melbourne | FL | 11/2018 | Present |
1. FORESIGHT WEALTH SOLUTIONS POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2010 ADDRESS: 14 Suntree Place, Suite 103, Melbourne FL 32940, United States DESCRIPTION: Sales of Marketing of fixed annuities and non-variable insurance including health care 2. FORESIGHT WEALTH SOLUTIONS POSITION: Co-Founder conducting investment advisory and securities and insurance under this name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2014 ADDRESS: 14 Suntree Place, Suite 103 FL 32940, United States DESCRIPTION: Sales/Marketinginvestment advisory and securities and insuranceproducts 3. THE PARTNERS NETWORK POSITION: N/A NATURE: Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 7700 W. Camino Real, Boca Raton FL 33433, United States DESCRIPTION: No duties. Silent company owned by FLS paying out JH commissions 4. BREVARD COMMUNITY FOUNDATION POSITION: committee member NATURE: Foundation for charities in Brevard County INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 1361 Bedford Drive, Suite 102, Melbourne FL 32940, United States DESCRIPTION: Grant Committee Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
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