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445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED | 2023-08-14 |
Branch Locations
445 Hutchinson Avenue, Suite 800, Columbus, OH 43235 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-15 |
| OH | RA | APPROVED | 2020-06-18 |
Branch Locations
445 Hutchinson Ave Suite 800, Columbus, OH 43235 • 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-17 |
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