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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-08 |
| MI | RA | APPROVED | 2019-08-01 |
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
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. | Elkhart | IN | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Elkhart | IN | 11/2018 | Present |
1. FERVIDA FINANCIAL STRATEGIES, LLC POSITION: Advisor/Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1998 ADDRESS: Fervida Financial Stratigies LLC, 24005 US Highway 33, Elkhart IN 46517-0000, United States DESCRIPTION: Sales/ marketing of advisor and insurance products. 2. Fervida Financial Strategies, LLC - fixed insurance POSTION: Agent NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/1987 ADDRESS: Fervida Financial Stratigies LLC, 24005 US Hig 3. KENTON'S PROPERTIES, LLC POSITION: Passive Limited partner NATURE: Holds 145 acres of family farm land. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/26/2010 ADDRESS: 13349 N. 500 W., Milford IN 46542, United States DESCRIPTION: I have no duties. My parents have set up this LLC to gift me ownership of the farm land for Estate planning purposes. 4.CO-TRUSTEE OF FAMILY TRUST-(FUTURE) POSITION: co-trustee NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 1910 Waterfall Drive, Nappanee IN 46550, United States DESCRIPTION: n/a
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-19 |
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