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CRD 3210086
Signature Equity Partners, LLC CRD 327455
$331M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
1955 22Nd Avenue, Vero Beach, FL 32960 • United States
9434 North Us Highway 1, Sebastian, FL 32958 • United States
150 5Th Avenue, Suite A, Indialantic, FL 32903 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-15 |
| FL | RA | APPROVED | 2023-08-08 |
Branch Locations
150 5Th Avenue Suite B, Indialantic, FL 32903 • United States
9434 N Us Hwy 1, Sebastian, FL 32958 • United States
One Overvue 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 | Orlando | FL | 03/1999 | 08/2023 |
| Agia | Houston | TX | 12/2022 | Present |
| Osaic Wealth, Inc. | Sebastian | FL | 08/2023 | Present |
| Signature Equity Partners, Llc | Sebastian | FL | 02/2026 | Present |
1) PERSONAL RENTALS POSITION: Worker NATURE: Limited Liability Corporations INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 9255 141st Avenue, Fellsmere FL 32948, United States DESCRIPTION: Assist in running rentals. My wife ownsseveral rentals and from time to time she asks me to assist her in running them. I am not compensated in anyway but do help with clean up, maintenance and general overall care. 2) FIXED ANNUITY AND INSURANCE POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2023 ADDRESS: 9434 US Highway 1, SEBASTIAN FL 32958, United States DESCRIPTION: I provide Fixed insurance and annuities to clients 3) MORTGAGE LICENSE POSITION: Mortgage Broker NATURE: I am a state licensed mortgage broker. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2023 ADDRESS: 9255 141st Avenue, Fellsmere FL 32948, United States DESCRIPTION: I am currently not offering mortgages. 4) ONE OVERVUE POSITION: Founder and Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/07/2023 ADDRESS: 1955 22nd Avenue, Vero Beach FL 32960, United States DESCRIPTION: Offer securities and investment advisory services separately through Osaic Wealth and Signature Equity Partners, LLC 5) OVERVUE TAX POSITION: Owner NATURE: Outside involvement with K-12 Tax Services, Inc., a Florida-based accounting firm providing tax preparation, payroll, and bookkeeping services to individuals and businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/29/2025 ADDRESS: 1945 22nd Avenue, Vero Beach FL 32960, United States DESCRIPTION: Passive owner 6) SIGNATURE EQUITY PARTNERS, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/11/2026 ADDRESS: 9434 N US Highway 1, Sebastian FL 32958, United States DESCRIPTION: Sales/marketing of investment advisory products 7) FIXED ANNUITY AND INSURANCE POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2023 ADDRESS: 9434 US Highway 1, SEBASTIAN FL 32958, United States DESCRIPTION: I provide Fixed insurance and annuities to clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-05-23 |
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