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Current Employers
Signature Equity Partners, Llc

445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-08-15
TX RA APPROVED 2023-08-14
  • OH RA
    APPROVED
    Since 2023-08-15
  • TX RA
    APPROVED
    Since 2023-08-14

Branch Locations

445 Hutchinson Avenue, Suite 800, Columbus, OH 43235 • United States

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-15
OH RA APPROVED 2020-06-18
  • TX RA
    APPROVED
    Since 2023-06-15
  • OH RA
    APPROVED
    Since 2020-06-18

Branch Locations

445 Hutchinson Ave Suite 800, Columbus, OH 43235 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Golden Reserve, Llc Dublin OH 07/2016 03/2020
Osaic Wealth, Inc Columbus OH 05/2020 Present
Signature Equity Partners, Llc Columbus OH 08/2023 Present
Previous Registrations
Other Businesses

1. SIGNATURE FINANCIAL GROUP, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2020 ADDRESS: 445 Hutchinson Ave, Suite 800, Columbus OH 43235, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE LIFE INSURANCE 2. SIGNATURE FINANCIAL GROUP, LLC POSITION: I conduct investment and insurance business under this name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2020 ADDRESS: 445 Hutchinson Ave, Suite 800, Columbus OH 43235, United States DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products 3. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 08/14/2023 ADDRESS: 445 Hutchison Ave, Suite 800, Columbus OH 43235, United States DESCRIPTION: Sales/marketing of investment advisory services and solutions 4. BEAR DEN PROPERTIES, LLC POSITION: Member NATURE: LLC - Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 09/22/2023 ADDRESS: 1512 Bridgeton Dr, Columbus OH 43220, United States DESCRIPTION: Owner of property - my wife is handling the day to day management of property. Helping when needed. 5. SIGNATURE EQUITY PARTNERS, LLC - CHIEF COMPLIANCE OFFICER POSITION: CCO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/2024 ADDRESS: 445 Hutchinson Ave, Suite 800, Columbus OH 43235, United States DESCRIPTION: Chief Compliance Officer of Independent RIA - Signature Equity Partners, LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-17
  • S66 Uniform Combined State Law Examination
    2020-06-17
Designations
Other Names
  • Benjamin Kyle Person
  • Benjamin K Person

View on SEC IAPD

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