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3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-06-05 |
| FL | RA | APPROVED | 2017-03-21 |
Branch Locations
3112 St. Johns Bluff Road South, Jacksonville, FL 32246-3712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Jacksonville | FL | 10/2016 | 11/2018 |
| John Hancock | Jacksonville | FL | 09/2016 | 11/2018 |
| Allegiance Financial Advisors, Inc. | Jacksonville | FL | 03/2017 | Present |
| Osaic Wealth, Inc, | Jacksonville | FL | 11/2018 | Present |
1) DELLA PORTA AGENCY, LLC POSITION: Insurance Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/18/2016 ADDRESS: 3112 St. Johns Bluff Rd. S., Jacksonville FL 32246, United States DESCRIPTION: Insurance Broker 2) DP BROKERAGE POSITION: Insurance Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/18/2016 ADDRESS: 3112 St. Johns Bluff Rd. S., Jacksonville FL 32246, United States DESCRIPTION: Insurance Broker 3) ALLEGIANCE FINANCIAL ADVISORS INC. POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 02/24/2017 ADDRESS: 3112 St. Johns Bluff Rd. S., Jacksonville FL 32246, United States DESCRIPTION: Investment advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-22 |
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