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Current Employers
Signature Equity Partners, Llc

445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-08-21
  • OH RA
    APPROVED
    Since 2025-08-21

Branch Locations

8720 Orion Place, Suite 330, Columbus, OH 43240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Columbus OH 10/2001 08/2025
Agia Houston TX 12/2022 08/2025
Osaic Wealth, Inc. Columbus OH 08/2025 Present
Signature Equity Partners Columbus OH 08/2025 Present
  • 10/2001 → 08/2025
    Columbus, OH
  • 12/2022 → 08/2025
    Agia
    Houston, TX
  • 08/2025 → Present
    Osaic Wealth, Inc.
    Columbus, OH
  • 08/2025 → Present
    Signature Equity Partners
    Columbus, OH
Previous Registrations
Other Businesses

1. Rightside Financial LLC, POSITION: Financial Professional, Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: Full time (~ 40 hours / week) SECURITIES TRADING HOURS: 5 START DATE: 08/20/2025 ADDRESS: 8720 Orion Pl Ste 330 Columbus OH 43240 DESCRIPTION: Fixed & Index Annuity. Life / LTC insurance 2. THE RIGHT SIDE OF MONEY POSITION: author NATURE: a personal book that I completed in early 2025, which VFA approved for me to give out to my clients & friends. No funds are being collected or exchanged for this giveaway item. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: 5091 Polar Dr Lewis Center OH 43035-8307 DESCRIPTION: a personal book that I completed in early 2025, which VFA approved for me to give out to my clients & friends. No funds are being collected or exchanged for this giveaway item. 3. RIGHTSIDE FINANCIAL, LLC POSITION: I conduct securities and variable insurance business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/20/2025 ADDRESS: 8720 Orion Place, Suite 330, Columbus OH 43240, United States DESCRIPTION: Sales/Marketing of securities and variable insurance products 4. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/21/2025 ADDRESS: 8720 Orion Place, Suite 330, Columbus OH 43240, United States DESCRIPTION: Sales/Marketing of investment advisory products 5. RIGHTSIDE TAX SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2026 ADDRESS: 5091 Polar Drive, Lewis Center OH 43035, United States DESCRIPTION: currently this is a placeholder for a future business that I would like to run for tax planning services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-06
  • S66 Uniform Combined State Law Examination
    2000-10-06
Designations

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