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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-28 |
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
3637 4Th Street N Ste 210, St Petersburg, FL 33704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | St. Petersburg | FL | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | St Petersburg | FL | 11/2018 | Present |
1) CONCIERGE FINANCIAL ORGANIZATION POSITION: Insurance Broker NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/02/2016 ADDRESS: 3637 4th St N, Suite 210, St. Petersburg FL 33704, United States DESCRIPTION: Insurance Broker 2) CONCIERGE FINANCIAL ORGANIZATION POSITION: Investment Advisor Representative conducting securities, investment advisory, and insurance under this business name NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/15/2016 ADDRESS: 3637 4th St N, Suite 210, St. Petersburg FL 33704, United States DESCRIPTION: Sales & Marketing of securities and investment advisory services 3) ANONA UNITED METHODIST CHURCH FINANCE COMMITTEE POSITION: Member NATURE: Member of church finance committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2021 ADDRESS: 13233 Indian Rocks Road, Largo FL 33776, United States DESCRIPTION: Meet monthly with the Finance Committee and church leadership to evaluate current church financials and future projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-07 |
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