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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-05-16 |
| MI | RA | APPROVED | 2019-07-30 |
| TX | RA | APPROVED | 2019-07-30 |
Branch Locations
3740 Edison Lakes Parkway, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator / John Hancock | Boston | MA | 10/2005 | 11/2018 |
| Osaic Wealth, Inc. | Mishawaka | IN | 11/2018 | Present |
1. REDBUD FINANCIAL SOLUTIONS POSITION: President NATURE: S Corp for tax purposes, start 11/2017, approx. 4 hours monthly, 0 trading hours INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 12826 N Redbud, Buchanan MI 49107, United States DESCRIPTION: Accounting of business ledger 2. INSURANCE BROKERAGE ALL LINES POSITION: agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2019 ADDRESS: 3900 Edison Lakes Parkway, Suite 120, Mishawaka IN 46545, United States DESCRIPTION: Life, Health, Fixed Annuities, Disability, Long Term Care. 3. CLARITY FINANCIAL PARTNERS POSITION: investment advisor representative NATURE: s corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2018 ADDRESS: 3900 edison lakes parkway, mishawaka IN 46545, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products" 4. MUDD KECK PROPERTY HOLDINGS INC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2024 ADDRESS: 3740 Edison Lakes Parkway, MISHAWAKA IN 46545, United States DESCRIPTION: LLC exists solely to own the office building own at 3740 Edison Lakes Parkway, Mishawaka IN
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-29 |
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