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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • TX RA
    APPROVED_RES
    Since 2024-09-05
  • FL RA
    APPROVED
    Since 2024-01-19
  • GA RA
    APPROVED
    Since 2024-01-19
  • MI RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2018 → Present
    Modinteractive Website Design
    Brighton, MI
  • 01/2016 → 03/2018
    Jos A Bank Clothiers
    Brighton, MI
  • 01/2016 → 01/2018
    Eastern Michigan University
    Ypsilanti, MI
  • 03/2021 → 01/2024
    Woodbury Financial Services Inc
    Brighton, MI
  • 01/2024 → Present
    Brighton, MI
Previous Registrations
  • 2021-07-13 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brighton, MI
    Viera, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-12
  • S66 Uniform Combined State Law Examination
    2021-07-12

View on SEC IAPD

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