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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-29 |
| NC | RA | APPROVED | 2024-09-04 |
| TX | RA | APPROVED | 2023-06-07 |
| FL | RA | APPROVED | 2018-11-02 |
| VA | RA | APPROVED | 2018-11-02 |
Branch Locations
2700 N Military Trail Suite 220, Boca Raton, FL 33431 • United States
1511 N. Westshore Blvd. Suite 1100, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insurance Co. | Pittsburgh | PA | 09/1993 | 11/2018 |
| Signator Investors, Inc. | Boston | MA | 11/1993 | 11/2018 |
| Osaic Wealth, Inc. | Boca Raton | FL | 11/2018 | Present |
1. THE PARTNERS NETWORK,INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2014 ADDRESS: 1511 N WESTSHORE BLVD. SUITE 1100, Suite 1100, TAMPA FL 33607, United States DESCRIPTION: Silent company for Tax Purposes 2. SIGNATURE FINANCIAL SOLUTIONS, LLC POSITION: President & CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/05/2018 ADDRESS: 1511 N. Westshore Blvd. Suite 1100, TAMPA FL 33607, United States DESCRIPTION: Conducting sales and marketing under Signature Financial Solutions, LLC 3. SIGNATURE FINANCIAL SOLUTIONS, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/05/2018 ADDRESS: 1511 N Westshore Blvd, Suite 1100, Tampa FL 33607, United States DESCRIPTION: Insurance Broker 4. NOTARY PUBLIC POSITION: Notary NATURE: Individual Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/08/2021 ADDRESS: 1511 N WESTSHORE BLVD., Suite 1100, TAMPA FL 33607, United States DESCRIPTION: Witness and Notarize forms 5. MYSTAGES, LLC POSITION: President & CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/05/2019 ADDRESS: 1511 N West Shore Blvd ., Suite 1100, Tampa FL 33607, United States DESCRIPTION: owner of company with website to be used for lead generation program; duties are given to director of marketing 6. TRUST POSITION: Co Trustee NATURE: Co Trustee of Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/12/2025 ADDRESS: 100 Lakeshore Drive, Apt 1758, N. Palm Beach FL 33408, United States DESCRIPTION: Co-Trustee for family member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-11 |
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