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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-17 |
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 | 10/2025 | Present |
| Huntington Bank | Chelsea | MI | 12/2024 | 03/2025 |
| Daniel's Glass | Detroit | MI | 12/2023 | 02/2024 |
| Cosmopolitan Wallcovering | Macomb | MI | 04/2014 | 10/2025 |
| Crystal Glass | New Hudson | MI | 08/2018 | 07/2019 |
| Osaic Wealth Inc | Brighton | MI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
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