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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Tiffin | OH | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Tiffin | OH | 11/2018 | Present |
1. JOURNEY FINANCIAL SOLUTIONS GROUP LLC POSITION: Investment Advisor Representative NATURE: DBA for sale of securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/07/2018 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: DBA for the sale of securities. 2. JOURNEY FINANCIAL SOLUTIONS GROUP LLC - FIXED POSITION: Agent NATURE: DBA for sale of securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/07/2018 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: DBA for the sale of fixed insurance: life, annuities, health, DI, LTC 3. THE JOURNEY GROUP - TIFFIN POSITION: Investment Advisor Representative NATURE: Name for advertising purposes only, that combines for client-facing advertising pieces, the two LLC names of Journey Financial Solutions Group LLC and Journey Insurance Group LLC, into a name that encompasses both - The Journey Group - Tiffin. The Journey Group - Tiffin is not its own LLC and is not a registered trade name in the state of Ohio. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: No direct duties 4. NOTARY SERVICES POSITION: Notary Public NATURE: Notary Services as needed for clients INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/29/1990 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: Notary Services as needed for clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-06 |
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