Brian T. Maher
Professional summary
Brian Thomas Maher is a registered financial advisor currently at SIGNATURE EQUITY PARTNERS, LLC located in Westerville, Ohio and OSAIC WEALTH, INC. located in Westerville, Ohio.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Brian has worked at 14 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Thomas Maher's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2024 - Present
SIGNATURE EQUITY PARTNERS, LLC
Office #1: 670 Meridian Way, Suite 133, Westerville, OH 43082April 1, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 670 Meridian Way, Westerville, OH 43082January 10, 2022 - April 8, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
January 7, 2022 - April 8, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 2, 2016 - January 18, 2022
LPL FINANCIAL LLC
June 1, 2016 - January 18, 2022
LPL FINANCIAL LLC
September 18, 2013 - May 13, 2016
LPL FINANCIAL LLC
September 18, 2013 - May 13, 2016
LPL FINANCIAL LLC
May 13, 2013 - September 18, 2013
FIRSTMERIT ADVISORS, INC.
May 13, 2013 - September 18, 2013
FIRSTMERIT FINANCIAL SERVICES, INC
March 28, 2012 - May 8, 2013
NEW ENGLAND SECURITIES
February 22, 2012 - May 8, 2013
NEW ENGLAND SECURITIES
July 21, 2010 - February 3, 2012
U.S. BANCORP INVESTMENTS, INC.
July 20, 2010 - February 3, 2012
U.S. BANCORP INVESTMENTS, INC.
August 7, 2007 - July 6, 2010
THE HUNTINGTON INVESTMENT COMPANY
August 3, 2007 - July 6, 2010
THE HUNTINGTON INVESTMENT COMPANY
February 24, 2005 - August 23, 2007
FIFTH THIRD SECURITIES, INC.
April 28, 2000 - August 23, 2007
FIFTH THIRD SECURITIES, INC.
November 11, 1999 - April 12, 2000
BANC ONE SECURITIES CORPORATION
December 23, 1998 - October 26, 1999
INVESCO CAPITAL MARKETS, INC.
October 21, 1997 - December 15, 1998
DWS DISTRIBUTORS, INC.
Primary Firm SEC Registration
SIGNATURE EQUITY PARTNERS, LLC
CRD#: 327455 / SEC#: 801-128432
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/1/2024)
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Exams
FINRA
Current Firm
SIGNATURE EQUITY PARTNERS, LLC
CRD#: 327455 / SEC#: 801-128432
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,714 |
| AUM (Assets Under Management) | $ 330,621,622 |
Red Flags
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