Scott Gregory Anselmo

Current Employers

Employment History

• 06/2006 → Present
  Valic Financial Advisors
  West Palm Beach, FL
• 12/2022 → Present
  Agia
  Houston, TX
• 09/2025 → Present
  Osaic Wealth, Inc
  Boca Raton, FL
• 09/2025 → Present
  Signature Equity Partners
  Fort Lauderdale, FL

Previous Registrations

• 2006-06-14 → 2025-10-16
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Pompano Beach, FL
• 2004-12-10 → 2006-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
  Hartford, CT

Other Businesses

1. Insurance Sales 2. PATH FINANCIAL PARTNERS POSITION: Senior Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/12/2025 ADDRESS: 6750 N Andrews Ave, Ste 200, Fort Lauderdale FL 33309, United States DESCRIPTION: Meeting with clients to offer Wealth management and investment planning services, advice and guidance for their insurance goals. 3. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 09/26/2025 ADDRESS: 6750 N Andrews Ave, Suite 2149, Ft Lauderdale FL 33309, United States DESCRIPTION: Sales/marketing of investment advisory products 4. SGA RETAIL SERVICES LLC DBA PATH FINANCIAL PARTNERS POSITION: Senior Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/12/2025 ADDRESS: 6750 N Andrews Ave, Ste 200, Fort Lauderdale FL 33309, United States DESCRIPTION: Meeting with clients to offer Wealth management and investment planning services, advice and guidance for their insurance goals.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-09

Other Names

• Scott Anselmo