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445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-04 |
Branch Locations
9150 South Hills Blvd, Suite 200, Broadview Heights, OH 44147 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-11-02 |
Branch Locations
9150 South Hills Blvd Suite 200, Broadview Heights, OH 44147 • 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 |
|---|---|---|---|---|
| Pruco Securities, Llc. | Mayfield Heights | OH | 01/2007 | 05/2018 |
| The Prudential Insurance Company Of America | Mayfield Heights | OH | 01/2007 | 05/2018 |
| Sii | Broadview Heights | OH | 06/2018 | 11/2018 |
| Osaic Wealth, Inc (Formerly Royal Alliance Associates, Inc.) | Broadview Heights | OH | 11/2018 | Present |
| Signature Equity Partners, Llc | Broadview Heights | OH | 08/2023 | Present |
1. SIGNATURE FINANCIAL GROUP, LLC 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: 11/02/2018 ADDRESS: 9150 South Hills Blvd, Suite 200, Broadview Heights OH 44147, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2. SIGNATURE FINANCIAL GROUP POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/02/2018 ADDRESS: 9150 S Hills Blvd, Suitev200, Broadview Heights OH 44147, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 3. MM FINANCIAL GROUP POSITION: Member/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2019 ADDRESS: 9150 S Hills Blvd Ste 200, Broadview Hts OH 44147, United States DESCRIPTION: Home and Auto Insurance 4. SIGNATURE EQUITY PARTNERS,LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/04/2023 ADDRESS: 9150 South Hills Blvd, Suite 200, Suite 200, Broadview Hts OH 44147, United States DESCRIPTION: sales / marketing of investment advisory products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-01 |
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