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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-11-02 |
Branch Locations
301 Edgewater Place Suite 306, Wakefield, MA 01880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Andover | MA | 07/2005 | 11/2018 |
| Osaic Wealth, Inc. | Andover | MA | 11/2018 | Present |
1. BOSTON PARTNERS WEALTH MANAGEMENT, LLC AS OUR NEW DBA POSITION: Financial Advisor/Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 09/15/2022 ADDRESS: 301 Edgewater Place, Suite 306, Wakefield MA 01880, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 2. BOSTON PARTNERS WEALTH MANAGEMENT, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/15/2021 ADDRESS: 301 Edgewater Place, Suite 306, Wakefield MA 01880, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-23 |
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