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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 | 2024-09-26 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
7305 Grand River Ave Suite 600, Brighton, MI 48114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Strategy | Brighton | MI | 02/2021 | Present |
| Brighton Barbers | Brighton | MI | 04/2015 | 12/2021 |
| Woodbury Financial Services Inc | Brighton | MI | 01/2022 | 01/2024 |
| Osaic Wealth, Inc. | Brighton | MI | 01/2024 | Present |
1) BRIGHTON BARBERS POSITION: Barber NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 2388 Genoa business park drive, Brighton MI MI 48114, United States DESCRIPTION: I cut hair once or twice a month on Saturdays. 2) CLEAR STRATEGY - DBA POSITION: Financial Advisor NATURE: LLC corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2022 ADDRESS: 403 E Grand River, Brighton MI 48116, United States DESCRIPTION: Conducting reviews with clients, communicating with clients. Working clients and prospects on suitable investment products and allocations to fulfill their investment goals and needs. 3) CLEAR STRATEGY - FIXED INSURANCE POSITION: Insurance Agent NATURE: LLC corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2021 ADDRESS: 403 E Grand RIver, Brighton MI 48116, United States DESCRIPTION: Conductreview meetings with clients, Client communication, and client requests. Life & health insurance recommendations. 4) CLEAR STRATEGY FINANCIAL POSITION: Financial Advisor NATURE: Clear Strategy Financial is the assumed name that all securities related business will be conducted. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/23/2023 ADDRESS: 403 E Grand River Ave, Brighton MI 48116, United States DESCRIPTION: As a financial advisor, my duties include meeting with clients, reviewing existing accounts and providing investment recommendations and solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-06 |
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