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Signature Equity Partners, LLC CRD 327455
$331M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-18 |
Branch Locations
8515 Cedar Place Drive, Suite 108, Indianapolis, IN 46240 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
8515 Cedar Place Drive Suite 108, Indianapolis, IN 46240 • 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 |
|---|---|---|---|---|
| John Hancock / Sii | Indianapolis | IN | 01/2003 | 11/2018 |
| Osaic Wealth, Inc. | Indianapolis | IN | 11/2018 | Present |
| Signature Equity Partners, Llc | Indianapolis | IN | 08/2023 | Present |
1. LEGACY CONSULTANTS GROUP, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/16/2013 ADDRESS: 8515 Cedar Place Drive, Suite 108, Indianapolis IN 46240, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 2. LEGACY CONSULTANTS GROUP POSITION: I conduct investment and insurance business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/30/2015 ADDRESS: 8515 Cedar Place Drive, Suite 108, Indianapolis IN 46240, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3. TRUSTEE OF CHILDREN'S TRUSTS POSITION: Trustee NATURE: Kyle is the trustee of his four minor children's trusts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/09/2012 ADDRESS: 4460 N Park Ave., Indianapolis IN 46205, United States DESCRIPTION: As the trustee, I manage the investments of my children's trusts. 4. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 08/18/2023 ADDRESS: 8515 Cedar Place Dr, Suite 108, Indianapolis IN 46060, United States DESCRIPTION: Sales/marketing of investment advisory products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-18 |
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