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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-21 |
| FL | RA | APPROVED | 2019-02-15 |
| ME | RA | APPROVED | 2018-11-02 |
| MA | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | Marshfield | MA | 09/2007 | 11/2018 |
| Osaic Wealth, Inc. | Marshfield | MA | 11/2018 | Present |
1. BRENTON PITT, TRUSTEE POSITION: Trustee NATURE: Irrevocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2021 ADDRESS: 462 Plain Street, Marshfield MA 02050, United States DESCRIPTION: Act as trustee for The Cheryl A. Pitt Irrevocable Trust 2. BRENTON PITT, TRUSTEE POSITION: Trustee NATURE: Irrevocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2021 ADDRESS: 462 Plain Street, Marshfield MA 02050, United States DESCRIPTION: Act as Trustee for the Linda B. Wayne Irrevocable Trust 2012 3. BRENTON PITT, TRUSTEE POSITION: Trustee NATURE: Irrevocable Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/31/2021 ADDRESS: 462 Plain Street, Marshfield MA 02050, United States DESCRIPTION: Act as Trustee for the Deborah B. Horan Irrevocable Trust 2012 4. CENTINEL FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2018 ADDRESS: 462 Plain Street, Marshfield MA 02050, United States DESCRIPTION: Investment Advisor 5. INSURANCE BROKERAGE POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/02/2018 ADDRESS: 462 Plain St, Marshfield MA 02050, United States DESCRIPTION: Insurance sales through CRUMP, BSMG: Brokers' Service Marketing Group or direct with an insurance company. We may make recommendations to buy Life Insurance or Long Term Care. This can be through a brokerage platform or direct. 6. CENTINEL ADVISORY GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/10/2015 ADDRESS: 462 Plain St, Centinel Financial Group, Marshfield MA 02050, United States DESCRIPTION: Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-29 |
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