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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
1110 Iron Point Rd. Suite 160 , Folsom, CA 95762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Folsom | CA | 09/2025 | Present |
| Nuanced Analytics, Inc. | El Dorado Hills | CA | 01/2018 | Present |
| Clinton Polley Group, Inc. | Gold River | CA | 01/2004 | 01/2018 |
I am in owner/officer/managing member in a Sea Pig Holdings, LLC. It is not investment related. The company was founded in 2014 as a holding company. We partially own a commercial office building that my former company leases space from. Address is 12150 TRIBUTARY POINT DRIVE, 200, GOLD RIVER, CA 95670. I spend about 1 hour a month in this business, outside securities trading hours reviewing finances and making managerial decisions. I am an owner/officer of Nuanced Analytics, Inc. It is not investment-related. The address is 849 Candlewood Dr., El Dorado Hills, CA 95762. Nuanced was founded in 2018 as a business consulting company for companies I previously worked for. I spend five hours a month, outside securities trading hours, performing business consulting services to companies I previously owned/worked for.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
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