Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-04 |
| MI | RA | APPROVED | 2024-01-19 |
Branch Locations
7305 Grand River Ave Suite 600, Brighton, MI 48114 • United States
2215 Oak Industrial Dr. Ne Ste 115, Grand Rapids, MI 49505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brianna Lynn Studios, Llc | Brighton | MI | 09/2013 | 08/2021 |
| Clear Strategy | Brighton | MI | 02/2018 | Present |
| Woodbury Financial Services Inc | Brighton | MI | 03/2021 | 01/2024 |
| Osaic Wealth, Inc. | Brighton | MI | 01/2024 | Present |
1) CLEAR STRATEGY EMPLOYEE POSITION: employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2018 ADDRESS: 403 E Grand River Ave, Brighton MI 48116, United States DESCRIPTION: review with clients their accounts service clients on their accounts assist with paperwork maintain book of business 2) CS INSURANCE POSITION: employee 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: provide assistance to clients for health and life ins 3) CLEAR STRATEGY FINANCIAL POSITION: Financial 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: 04/25/2023 ADDRESS: 403 E 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. 4) CLEAR STRATEGY POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 80 START DATE: 02/01/2018 ADDRESS: 403 E. Grand River Ave, Brighton MI 48116, United States DESCRIPTION: Support advisors with client service, reviews, and day to day activities within the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-05 |
Reach out to this advisor