Deborah Lee Clark

Current Employers

Employment History

• 03/2008 → 11/2017
  Invest Financial Corp.
  Tampa, FL
• 11/2017 → 01/2024
  Woodbury Financial Services Inc
  Plainwell, MI
• 05/2023 → Present
  River Escape Hoa
  Stanwood, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Plainwell, MI

Previous Registrations

• 2017-11-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Plainwell, MI
  Plainwell, MI
  Naples, FL
  Big Rapids, MI
• 2011-01-03 → 2017-11-06
  Invest Financial Corporation
  Byron Center, MI
  Byron Center, MI
  Appleton, WI
  Plainwell, MI

Other Businesses

1.TAX PREPARATION POSITION: Preparer NATURE: Tax Preparation - 1040 Federal & State tax returns INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2012 ADDRESS: 104 E GRANT STREET, PLAINWELL MI 49080, United States DESCRIPTION: Tax Preparation - 1040 Federal & State tax returns 2.CLEARWATER FINANCIAL INC POSITION: Owner NATURE: DBA - Doing Business As - Securities, Fixed Insurance & Tax Prep all is run under the name Clearwater Financial, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 150 START DATE: 03/01/2008 ADDRESS: 104 E Grant Street, Plainwell MI 49080, United States DESCRIPTION: Sales & service of accounts & clients pertaining to all aspects of business. 3.TENACITY ADVISORY GROUP, INC. POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304, United States DESCRIPTION: Share best practices. 4.RIVER ESCAPE HOA POSITION: volunteer to HOA board NATURE: Restricted covenants filed at County courthouse INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/09/2023 ADDRESS: 7071 River Escape, Stanwood MI 49346, United States DESCRIPTION: Volunteer and assist board with spreadsheets, dues statements. My activities do not include any check writing authority or money movement activities. 5.FIXED INSURANCE SALES POSITION: agent NATURE: Fixed Insurance Sales, including but not limited to, life, health and fixed annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2006 ADDRESS: 104 E GRANT STREET, PLAINWELL MI 49080, United States DESCRIPTION: Fixed Insurance Sales, including but not limited to, life, health and fixed annuity sales

Exams

• S66 Uniform Combined State Law Examination
  2010-12-14
• S63 Uniform Securities Agent State Law Examination
  2006-10-17

Other Names

• Deborah L Bogus
• Deborah L. Clark