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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-05 |
| SC | RA | APPROVED | 2021-05-13 |
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
1511 N. Westshore Blvd. Suite 1100, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Tampa | FL | 04/1993 | 11/2018 |
| Osaic Wealth, Inc. | Tampa | FL | 11/2018 | Present |
1. FIRST HERITAGE FINANCIAL SERVICES, LLC POSITION: President Conducting Securities, Investment Advisory and insurance under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/20/2015 ADDRESS: 1511 N. Westshore Blvd., Suite 1100, Tampa FL 33607, United States DESCRIPTION: Sales and Marketing of Securities, Investment Advisory and insurance under this business name 2. FIRST HERITAGE FINANCIAL SERVICES POSITION: Agent/Other NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2015 ADDRESS: 1511 N. Westshore Blvd., Suite 1100, Tampa FL 33607, United States DESCRIPTION: Sales and marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-28 |
| S66 | Uniform Combined State Law Examination | 1999-03-22 |
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