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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
1511 W Mcdermott Drive Suite 220, Allen, TX 75013 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Signature Planning Inc | Dallas | TX | 02/2000 | Present |
| Sagepoint Financial | Plano | TX | 10/2012 | 09/2023 |
| Osaic Wealth, Inc. | Midlothian | TX | 09/2023 | Present |
1) SIGNATURE PLANNING, INC. POSITION: President NATURE: C Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1999 ADDRESS: 11589 Yoakum Dr., Frisco TX 75035, United States DESCRIPTION: I use the corporation as a tax entity and it also pays some of my business expenses. The corporation is no longer licensed to sell insurance or annuities. I now sell insurance and annuities through my B/D.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-12-03 |
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