Phillip Dean Orr

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1986 → 11/2018
  Signator Investors, Inc.
  Nashville, TN
• 11/2018 → Present
  Osaic Wealth, Inc.
  Riverside, CA

Previous Registrations

• 2000-04-06 → 2018-11-02
  Signator Investors, Inc.
  Riverside, CA
  Anaheim, CA
  Anaheim, CA
  Nashville, TN

Other Businesses

1) AUTHOR, ARTIFACTUAL CREATIONS, 1265 SAN CRISTOBAL DR,RIVERSIDE, CA 92506 , WWII ARCHAEOLOGICAL PUBLICATIONS , AUTHOR/PHOTOGRAPHER, RESEARCH, COMPILE AND PUBLISH PUBLICATIONS, START OF RELATIONSHIP: AUG 1, 1984 , APPROXIMATE # OF HOURS PER MONTH: 20, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 5..... 2) BOARD OF DIRECTORS MEMBER - CHARITABLE ORG , KSGN 89.7 RADIO, 2048 ORANGE TREE LANE #200, REDLANDS, CA 92374 , NON PROFIT RADIO STATION , SECRETARY OF THE BOARD, START OF RELATIONSHIP: JAN 1, 2008, APPROXIMATE # OF HOURS PER MONTH: 4, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 1.... 3) INSURANCE BROKER: LIFE, ANNUITIES, LTC, DI , 1265 SAN CRISTOBAL DR, RIVERSIDE, CA 92506, INSURANCE SALES - LIFE, LTC, ANNUITIES, BROKER/AGENT , START OF RELATIONSHIP: APR 1, , APPROXIMATE # OF HOURS PER MONTH: 25, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 10... 4) INSURANCE BROKER: HEALTH AND GROUP BENEFITS , 1265 SAN CRISTOBAL DR, RIVERSIDE, CA 92506, INSURANCE SALES - LIFE & HEALTH INSURANCE , BROKER/AGENT , START OF RELATIONSHIP: APR 1, 1986, APPROXIMATE # OF HOURS PER MONTH: 25, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 10.... 5) Running and Track & Field coach, Riverside CA, start 11/15/16, approx 8/15 hrs per mo, 2-3 trading hrs.......... 6) ROBERT J. LONEY SCHOLARSHIP FUND POSITION: Founder/Administrator NATURE: This 501(c)3 organization provides college scholarships to graduating seniors from Upland High School, Upland, Ca that participated in track or Cross country INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2000 ADDRESS: 1265 San Cristobal Dr, Riverside CA 92506, United States DESCRIPTION: Solicit and grant scholarships, provide and file required IRS filings

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1997-10-29