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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-08 |
| NY | RA | APPROVED | 2021-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Malta | NY | 04/2007 | 11/2018 |
| Osaic Wealth, Inc. | Malta | NY | 11/2018 | Present |
1) THREE SIXTY WEALTH AND FINANCIAL MANAGEMENT - INSURANCE BROKERAGE POSITION: Broker NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 1 Hemphill Pl STE 202, Malta NY 12020, United States DESCRIPTION: Insurance review 2) THREESIXTY WEALTH AND FINANCIAL MANAGEMENT POSITION: Investment Adviser Representative NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2019 ADDRESS: 1 Hemphill Pl STE 202, Malta NY 12020, United States DESCRIPTION: Financial Planning, Sales/Marketing of securities, Investment Advisory and insurance products 3) EXECUTOR POSITION: Executor NATURE: Executor of will INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 15 Collamer Rd, Ballston Spa NY 12020, United States DESCRIPTION: Carry out duties of Executor of the last will and testament of my Aunt
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-02 |
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