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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-01-08 |
| OH | RA | APPROVED | 2018-11-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Signator Investors, Inc. | Maumee | OH | 11/2006 | 11/2018 |
| Osaic Wealth, Inc. | Maumee | OH | 11/2018 | Present |
1) PLATINUM WEALTH SOLUTIONS OF OHIO POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2019 ADDRESS: 2750 Centennial Road, Toledo OH 43617, United States DESCRIPTION: Insurance (fixed annuities or non-variable insurance including, but not limited to, life, accident, health, disability income, and long-term care) 2) PLATINUM WEALTH SOLUTIONS OF OHIO POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2019 ADDRESS: 2750 Centennial Road, Toledo OH 43617, United States DESCRIPTION: Financial Services, 401k plan services, Investment Advisory Services, Insurance and Annuity sales 3) HINDU TEMPLE OF TOLEDO POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2021 ADDRESS: 4336 King Road, Sylvania OH 43560, United States DESCRIPTION: Volunteer Service work 4) CARILLON PROPERTIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 5609 Bluewater Ln, Sylvania OH 43560, United States DESCRIPTION: Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-25 |
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