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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 | 2024-09-05 |
| FL | RA | APPROVED | 2024-01-19 |
| GA | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
8085 Spyglass Hill Rd Suite 100, Viera, FL 32940 • United States
8085 Spyglass Hill Road Ste 106, Viera, FL 32940 • United States
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 |
|---|---|---|---|---|
| Modinteractive Website Design | Brighton | MI | 01/2018 | Present |
| Jos A Bank Clothiers | Brighton | MI | 01/2016 | 03/2018 |
| Eastern Michigan University | Ypsilanti | MI | 01/2016 | 01/2018 |
| Woodbury Financial Services Inc | Brighton | MI | 03/2021 | 01/2024 |
| Osaic Wealth, Inc. | Brighton | MI | 01/2024 | Present |
1) CS- INSURANCE AGENT POSITION: agent NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2018 ADDRESS: 403 E Grand River Ave, Brighton MI 48116, United States DESCRIPTION: help clients with health insurance needs help clients with life insurance needs 2) CLEAR STRATEGY FINANCIAL POSITION: 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: 04/24/2023 ADDRESS: 403 East 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. 3) VIERA INSURANCE PROFESSIONALS POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2023 ADDRESS: 8085 Spyglass Hill Rd Suite 100, Melbourne FL 32940, United States DESCRIPTION: Helping to educate and assist clients with health & life insurance needs 4) MODINTERACTIVE/PIXELGREEN POSITION: Owner NATURE: We build and design websites for small businesses. Strictly remote work with no in-person interaction INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 2992 Rodina Dr, APT 257E, Melbourne FL 32940, United States DESCRIPTION: I essentially run the entire business. Manage a team of contractors that build the websites for me and communicate with the clients via email. 5) CLEAR STRATEGY EMPLOYEE POSITION: Clear Strategy Employee NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 8085 Spyglass Hill Rd, Suite 106, Melbourne FL 32940, United States DESCRIPTION: assist registered reps with client service help with running reports assist with administrative duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
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