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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-11-01 |
Branch Locations
3740 Edison Lakes Parkway, Mishawaka, IN 46545 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator | Mishawaka | IN | 08/2002 | 11/2018 |
| Osaic Wealth, Inc. | Mishawaka | IN | 11/2018 | Present |
1. AMY CRESSY FOR PROSECUTOR POSITION: Volunteer NATURE: Political Campaign INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2025 ADDRESS: 5428 Colonial Lane, South Bend IN 46614, United States DESCRIPTION: Volunteering for girlfriend's (significant other) campaign for Saint Joseph county prosecutor. 2. CLARITY FINANCIAL PARTNERS POSITION: N/A NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/14/2019 ADDRESS: 3740 Edison Lakes Parkway, Mishawaka IN 46545, United States DESCRIPTION: Fixed and Securities business under Clarity Financial Partners. 3. INSURANCE BROKERAGE POSITION: Agent NATURE: Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2018 ADDRESS: 3740 Edison Lakes Parkway, Mishawaka IN 46545, United States DESCRIPTION: Brokerage Insurance Fixed Lines of Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-20 |
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