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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 | 2004-11-11 |
| FL | RA | APPROVED | 2004-11-01 |
Branch Locations
3112 St, Johns Bluff Road, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Jacksonville | FL | 05/1998 | 11/2018 |
| Allegiance Financial Advisors | Jacksonville | FL | 03/2004 | Present |
| Osaic Wealth, Inc. | Jacksonville | FL | 11/2018 | Present |
1. ALLEGIANCE FINANCIAL ADVISORS, INC. POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 03/26/2004 ADDRESS: 3112 St.Johns Bluff Rd.,S., Jacksonville FL 32246, United States DESCRIPTION: (IAR) Investment Advisor Representative 2. DELLA PORTA AGENCY, LLC POSITION: Insurance broker NATURE: LLC, Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 36 SECURITIES TRADING HOURS: 36 START DATE: 06/17/1998 ADDRESS: . Johns Bluff Rd.,S, Jacksonville FL 32246, United States DESCRIPTION: Insurance Broker, Fixed Insurance 3. DP BROKERAGE INC. POSITION: Insurance Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 9 START DATE: 06/07/2004 ADDRESS: 3112 St. Johns Bluff Rd.,S., Jacksonville FL 32246, United States DESCRIPTION: Insurance Broker- Health Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-07 |
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