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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 |
| FL | RA | APPROVED | 2024-06-07 |
| MI | RA | APPROVED | 2019-08-01 |
| IL | RA | APPROVED | 2018-11-02 |
| IN | RA | APPROVED | 2018-11-02 |
Branch Locations
3740 Edison Lakes Parkway, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator/John Hancock | Boston | MA | 10/2005 | 11/2018 |
| Osaic Wealth | Mishawaka | IN | 11/2018 | Present |
1) INSURANCE BROKERAGE POSITION: president NATURE: S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/17/2018 ADDRESS: 3740 Edison Lakes Parkway, mishawaka IN 46545, United States DESCRIPTION: Service and sale of fixed insurance products 2) CLARITY FINANCIAL PARTNERS, INC. POSITION: Registered Rep/IAR NATURE: S corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 20 START DATE: 01/17/2018 ADDRESS: 3740 Edison Lakes Parkway, Mishawaka IN 46545, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products 3) MUDD KECK PROPERTY HOLDINGS INC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2024 ADDRESS: 3740 Edison Lakes Parkway, Mishawaka IN 46545, United States DESCRIPTION: LLC exists solely to own the office building we are in the process of buying at 3740 Edison Lakes Parkway, Mishawaka In
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-07 |
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