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445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-18 |
| MD | RA | APPROVED | 2026-02-13 |
Branch Locations
Pikesville, MD • United States
1955 22Nd Avenue, Vero Beach, FL 32960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Tampa | FL | 04/2008 | 02/2026 |
| Agia | Houston | TX | 12/2022 | 02/2026 |
| Osaic Wealth | Vero Beach | FL | 02/2026 | Present |
| Signature Equity Partners, Llc | Vero Beach | FL | 02/2026 | Present |
1. ONE OVERVUE POSITION: Conduct securities and variable insurance business under this DBA NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2026 ADDRESS: 1955 Second Ave, Vero Beach FL 32960, United States DESCRIPTION: Sales/Marketing of securities and variable insurance products 2. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2026 ADDRESS: 1955 Second Ave, Vero Beach FL 32960, United States DESCRIPTION: Sales and Marketing of Investment Advisory Products 3. ERIC HOLMES - INSURANCE BROKER POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/13/2026 ADDRESS: 1955 Second Ave, Vero Beach FL 32960, United States DESCRIPTION: Sales and marketing of fixed annuities and non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-10 |
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