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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| IN | RA | APPROVED | 2021-06-30 |
Branch Locations
3900 Edison Lakes Pkwy Suite 120, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Mishawaka | IN | 01/2007 | 11/2018 |
| Osaic Wealth, Inc. | Mishawaka | IN | 11/2018 | Present |
1) INSURANCE BROKERAGE ALL LINES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2007 ADDRESS: 3900 Edison Lakes Pkwy, Ste 120, Mishawaka IN 46545, United States DESCRIPTION: Life, Health, Fixed Annuities, Disability, Long Term Care 2) VANTAGEPOINTE POSITION: registered rep NATURE: Branch office INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/13/2006 ADDRESS: 3900 Edison Lakes Parkway, Mishawaka IN 46545, United States DESCRIPTION: sales/ marketing of securities and insurance products 3) ZEN FINANCIAL POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/15/2024 ADDRESS: 3900 Edison Lakes Parkway, Mishawaka IN 46545, United States DESCRIPTION: Establishing an S-Corp to to streamline my Business and create a better method to handle the day to day business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-26 |
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