JS
Joshua C. Strouse
SIGNATURE EQUITY PARTNERS
Mount Vernon, OH 43050
Some features on this profile are disabled
CRD#: 5139543
JS
Professional summary
Joshua C Strouse is a registered financial advisor currently at SIGNATURE EQUITY PARTNERS, LLC located in Mount Vernon, Ohio and OSAIC WEALTH, INC. located in Mt Vernon, Ohio.
Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Joshua has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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. MINORITY OWNER: WILGING, ROUSH & PARSONS CPAS POSITION: Owner/Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 1684 Venture Dr, Ste B, Mount Vernon OH 43050 DESCRIPTION: No Duties other then responding to a few emails from the other owners or visiting the office. 2. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2023 ADDRESS: 103 S Main St, Ste 206, Mount Vernon OH 43050 DESCRIPTION: Sales/marketing of investment advisory products 3. PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL 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: 10/16/2023 ADDRESS: 103 S. Main St, Ste 206, Mount Vernon OH 43050 DESCRIPTION: Sales/Marketing of securities and variable insurance products 4. PG FINANCIAL - INSURANCE BROKER POSITION: AGENT NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/16/2023 ADDRESS: 103 S Main St, Ste 206, Mount Vernon OH 43050 DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 5. JOSHUA STROUSE - NOTARY PUBLIC POSITION: Authorized Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2006 ADDRESS: 103 S Main St, Ste 206, Mount Vernon OH 43050 DESCRIPTION: Notarize documents for clients and non clients. 6. STROUSE INTERNATIONAL LTD POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2011 ADDRESS: 310 E Ohio Ave, Unit D, Mount Vernon OH 43050 DESCRIPTION: Property Management, Manage Sub Contractors for repairs, Accounting 7. STROUSE RENTALS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 12/29/2017 ADDRESS: 100 E Ohio Ave, Mount Vernon OH 43050, United States DESCRIPTION: Property Management, Repairs, and Accounting. 8. STROUSE LEGACY PARTNERS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 04/12/2022 ADDRESS: 100 E Ohio Ave, Mount Vernon OH 43050, United States DESCRIPTION: Property Management, Repairs to units, Accounting 9. STROUSE INTERNATIONAL LTD POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/30/2011 ADDRESS: 100 E Ohio Ave, Mount Vernon OH 43050, United States DESCRIPTION: Property Management, Manage Sub Contractors for repairs, Accounting
CRS (Client Relationship Summary) - RIA
Click below to view Joshua C Strouse'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®
NoneExperience
Current
October 16, 2023 - Present
SIGNATURE EQUITY PARTNERS, LLC
Office #1: 103 South Main Street, Mount Vernon, OH 43050RIA
CRD#: 327455
Mount Vernon, OH
Current
October 16, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 103 S Main Street Ste 206, Mt Vernon, OH 43050RIA
BD
CRD#: 23131
Mt Vernon, OH
Past
January 2, 2015 - October 24, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MOUNT VERNON, OH
Past
January 2, 2015 - October 24, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MOUNT VERNON, OH
Past
September 18, 2013 - January 6, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
LONDON, OH
Past
September 18, 2013 - January 6, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
LONDON, OH
Past
October 31, 2011 - September 18, 2013
FIRSTMERIT ADVISORS, INC.
RIA
CRD#: 125249
MT VERNON, OH
Past
October 3, 2011 - September 18, 2013
FIRSTMERIT FINANCIAL SERVICES, INC
BD
CRD#: 149680
WESTERVILLE, OH
Past
January 11, 2008 - October 4, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
WESTERVILLE, OH
Past
May 24, 2006 - October 4, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
WESTERVILLE, OH
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
Colorado(10/16/2023)
RR
Florida(10/16/2023)
RR
Illinois(10/16/2023)
RR
Indiana(10/16/2023)
RR
Kentucky(10/16/2023)
RR
Maryland(11/2/2023)
RR
Michigan(10/16/2023)
RR
Minnesota(10/16/2023)
RR
North Carolina(10/30/2023)
RR
Ohio(10/16/2023)
IAR
Ohio(10/16/2023)
RR
Pennsylvania(10/16/2023)
RR
Virginia(10/16/2023)
RR
Wisconsin(2/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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.
Company Information
SIGNATURE EQUITY PARTNERS, LLC
CRD#: 327455Mount Vernon, OH 43050TRUST BUT VERIFY
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