MC
Matthew D. Calhoun
SIGNATURE EQUITY PARTNERS
Columbus, OH 43229
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CRD#: 4425914
MC
Professional summary
Matthew David Calhoun, CFP® is a registered financial advisor currently at SIGNATURE EQUITY PARTNERS, LLC located in Columbus, Ohio and OSAIC WEALTH, INC. located in Columbus, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Matthew has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Hammer & Nails Salon Group, LLC; 101 Parkshore Drive, Suite 100 Folsom, CA 95630; 04/30/21; silent partner in a salon; NIR; 3/monthly; 0/trading 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80/MO-80/TRADING. 05/05/21IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED. 3) WINSTON'S PARLOR CIGAR LOUNGE / 3843 B Erie Ave, Cincinnati OH 45208 / 06/15/2022 / NIR / OWNER / 1 HR/MO - 0 HR/MO TRADING 4) MATTHEW CALHOUN, 6694 Clear Creek Loop, Powell OH 43065, United States, 06/30/2022, Independent broker for various insurance agencies, 1099 Contractor, NIR, 2 HR/MO - 0 HR/MO TRADING 5) FIRST OF SEVEN LLC POSITION: owner NATURE: It is a male grooming salon. It's a franchise INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2022 ADDRESS: 3384 Erie Avenue, Cincinnati OH 45208, United States DESCRIPTION: I own the business with another partner. He runs it, and I financed it. 7) FIRST RESPONDERS FINANCIAL POSITION: I conduct securities and variable insurance business under this business name NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/09/2024 ADDRESS: 6800 Schrock Hill Ct., Columbus OH 43229, United States DESCRIPTION: Sales/marketing of securities and variable insurance products 8) FIRST RESPONDERS FINANCIAL- INSURANCE BROKER POSITION: Agent NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/09/2024 ADDRESS: 6800 Schrock Hill Ct, Columbus OH 43229, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 9) SIGNATURE EQUITY PARTNERS. LLC- INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/09/2024 ADDRESS: 6800 Schrock Hill Ct, Columbus OH 43229, United States DESCRIPTION: Sales/marketing of investment advisory products and services 10) SECOND OF SEVEN, LLC POSITION: owner NATURE: It is a male grooming salon. It is a franchise INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1010 Vintage Club Blvd, Suite 104, Montgomery OH 45208, United States DESCRIPTION: I am a partial owner of the business. I helped finance it. I have a partner that runs it day to day.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Calhoun's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
October 9, 2024 - Present
SIGNATURE EQUITY PARTNERS, LLC
Office #1: 6800 Schrock Hill Court, Columbus, OH 43229RIA
CRD#: 327455
Columbus, OH
Current
October 9, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 6800 Schrock Hill Court, Columbus, OH 43229RIA
BD
CRD#: 23131
Columbus, OH
Past
October 9, 2024 - October 10, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
COLUMBUS, OH
Past
May 5, 2021 - October 22, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Westerville, OH
Past
May 5, 2021 - October 22, 2024
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Westerville, OH
Past
February 5, 2016 - May 17, 2021
FFEC WEALTH PARTNERS LLC
RIA
CRD#: 16507
Dublin, OH
Past
February 5, 2016 - May 17, 2021
FFEC WEALTH PARTNERS LLC
BD
CRD#: 16507
Dublin, OH
Past
June 1, 2009 - February 9, 2016
MORGAN STANLEY
RIA
CRD#: 149777
DUBLIN, OH
Past
June 1, 2009 - February 9, 2016
MORGAN STANLEY
BD
CRD#: 149777
DUBLIN, OH
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
COLUMBUS, OH
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
COLUMBUS, OH
Past
November 4, 2003 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
COLUMBUS, OH
Past
October 30, 2003 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
COLUMBUS, OH
Past
August 8, 2001 - October 31, 2003
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SE
SIGNATURE EQUITY PARTNERS, LLC
FIRST RESPONDERS FINANCIAL | VARSITY WEALTH MANAGEMENT | SIGNATURE FINANCIAL GROUP | SIGNATURE EQUITY PARTNERS, LLC | RIGHTSIDE FINANCIAL | PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL | PHOENIX FINANCIAL GROUP | PATH FINANCIAL PARTNERS | MIDWEST RETIREMENT CONSULTANTS | MARK S WEAVER WEALTH ADVISORY | LEGACY CONSULTANTS GROUP | LC WEALTH MANAGEMENT | HARBOR WEALTH CONSULTANTS
CRD#: 327455 / SEC#: 801-128432
RIA
Registered Investment Advisory firm - (7/27/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/9/2024)
RR
California(10/9/2024)
RR
District of Columbia(10/9/2024)
RR
Florida(10/9/2024)
RR
Minnesota(10/9/2024)
RR
Nevada(10/9/2024)
RR
North Carolina(11/1/2024)
RR
Ohio(10/9/2024)
IAR
Ohio(10/9/2024)
RR
South Carolina(4/30/2025)
RR
Tennessee(11/5/2024)
RR
Virginia(10/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SE
SIGNATURE EQUITY PARTNERS, LLC
FIRST RESPONDERS FINANCIAL | VARSITY WEALTH MANAGEMENT | SIGNATURE FINANCIAL GROUP | SIGNATURE EQUITY PARTNERS, LLC | RIGHTSIDE FINANCIAL | PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL | PHOENIX FINANCIAL GROUP | PATH FINANCIAL PARTNERS | MIDWEST RETIREMENT CONSULTANTS | MARK S WEAVER WEALTH ADVISORY | LEGACY CONSULTANTS GROUP | LC WEALTH MANAGEMENT | HARBOR WEALTH CONSULTANTS
CRD#: 327455 / SEC#: 801-128432
RIA
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Contact information
Main Address
445 Hutchinson Avenue Suite 800, Columbus, OH 43235
Mailing Address
Phone number
(614) 846-6000
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,714 |
| AUM (Assets Under Management) | $ 330,621,622 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
