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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
4135 Embassy Drive Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Grand Rapids | MI | 09/2003 | 01/2025 |
| Osaic Wealth, Inc. | Grand Rapids | MI | 01/2025 | Present |
1) CORWIN CORY CLAUSING/CLAUSING FINANCIAL GROUP, 44135 EMBASSY DRIVE SE, GRAND RAPIDS, MI 49546. INSURANCE, INVESTMENT RELATED, AGENT/BROKER, OFFERING FIXED ANNUITIES, FIXED LIFE INSURANCE, LONG-TERM CARE INSURANCE, AND ACCIDENT INSURANCE, START 7/14/2009, 2HPM, 1HDTH. 2) 4135 EMBASSY DR. LLC 4135 EMBASSY DR. KENTWOOD, MI 49546 CATEGORY: REAL ESTATE RENTAL/LLC INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: LEGAL ENTITY THROUGH WHICH RENTAL PROPERTY IS OWNED AND MANAGED. START DATE: 5/2/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-07 |
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