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445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-16 |
| GA | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berry College | Mount Berry | GA | 01/2018 | 05/2021 |
| Self-Employment | Sebastian | FL | 03/2020 | 12/2021 |
| Hacienda Azul, Llc | Fellsmere | FL | 01/2018 | 12/2019 |
| Berry College | Mount Berry | GA | 05/2019 | 08/2019 |
| Berry College | Mount Berry | GA | 08/2017 | 05/2019 |
| East Coast Veterinary Services | Sebastian | FL | 05/2017 | 08/2017 |
| Full-Time Education | Melbourne | FL | 11/2011 | 05/2017 |
| Valic Financial Advisors, Inc. | Orlando | FL | 01/2022 | 08/2022 |
| K-12 Tax Services | Sebastian | FL | 01/2022 | 10/2022 |
| Valic Financial Advisors, Inc. | Orlando | FL | 11/2022 | 08/2023 |
| Agia | Houston | TX | 11/2022 | Present |
| Agia | Houston | TX | 11/2022 | Present |
| Osaic Wealth, Inc. | Sebastian | FL | 08/2023 | Present |
| Signature Equity Partners, Llc | Sebastian | FL | 02/2026 | Present |
1. ISABEL JACOBS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2022 ADDRESS: 9434 N US Highway 1, Sebastian FL 32958, United States DESCRIPTION: Fixed Annuities and Insurance 2. ONE OVERVUE POSITION: Financial Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/07/2023 ADDRESS: 9434 N US Highway 1, Sebastian FL 32958, United States DESCRIPTION: Offer Securities and investment advisory services separately through Osaic Wealth, Inc. and Signature Equity Partners, LLC. Enroll clients in local employer retirement plans. 3. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 02/11/2026 ADDRESS: 9434 N US Highway 1, Sebastian FL 32958, United States DESCRIPTION: Sales/marketing of Investment advisory products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-19 |
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