Clint J Morrison

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2014-03-07

MT RA
APPROVED

Since 2014-03-07

Branch Locations

3241 Colonial Drive Suite 206, Helena, MT 59601 • 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

Organization	City	State	From	To
Royal Alliance	Butte	MT	11/2013	08/2023
Osaic Wealth, Inc.	Butte	MT	08/2023	Present

11/2013 → 08/2023

Royal Alliance

Butte, MT
08/2023 → Present

Osaic Wealth, Inc.

Butte, MT

Other Businesses

1. SUMMIT FINANCIAL ADVISORS POSITION: Financial Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/12/2014 ADDRESS: 3241 Colonial Dr, Helena MT 59601 DESCRIPTION: Insurance consulting and sales

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-02-11

S66 Uniform Combined State Law Examination

2014-02-11

Other Names

Clinton J Morrison

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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