Carol Makris Jordan

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Clearwater, FL
• 11/2018 → Present
  Osaic Wealth, Inc.
  Clearwater, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Clearwater, FL
  Carmel, IN
• 2006-01-12 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Clearwater, FL
  Port Richey, FL
  Carmel, IN
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
• 2004-02-26 → 2007-06-25
  Client 1St Advisory Group
  Clearwater, FL
• 1997-09-19 → 2004-02-19
  Provise Management Group, Llc
  Clearwater, FL

Other Businesses

1. Insurance Broker: Life, Annuities, LTC, DI, 611 Druid Rd. East #712 Clearwater, FL 33756, start 5/16/16, approx. 4 hrs. mo., 1 trading hr........ 2. CAROL JORDAN POSITION: Agent NATURE: Carol Jordan - individual for fixed business only INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/15/1997 ADDRESS: 611 Druid Rd E #712, Clearwater FL 33756, United States DESCRIPTION: I provide fixed insurance advise to include fixed annuities, fixed life insurance and long term care 3. CAROL JORDAN LLC POSITION: Manager/Pres NATURE: LLC - I do not market under this LLC. I use my LLC for tax reporting and filing only. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/28/2004 ADDRESS: 611 Druid Rd # #712, Clearwater FL 33756, United States DESCRIPTION: I own this LLC for tax reporting & filing purposes only. Not used to market securities or insurance. 4. CAROL JORDAN POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/2024 ADDRESS: 611 Druid Rd E Suite 712, Clearwater FL 33756, United States DESCRIPTION: Notary Public

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-02

Designations