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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-22 |
| OH | RA | APPROVED | 2017-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Dayton | OH | 08/2011 | 10/2017 |
| Osaic Wealth, Inc. | Centerville | OH | 11/2017 | Present |
1. CLEARVIEW WEALTH MANAGEMENT POSITION: Agent NATURE: Fixed Insurance and Long Term Care INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/09/2019 ADDRESS: 6768 Loop Rd, Centerville OH 45459, United States DESCRIPTION: Act as agent of record on existing policies. Possible new business if a client need arises.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
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