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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-04
MI RA APPROVED 2024-01-19
  • FL RA
    APPROVED
    Since 2024-09-04
  • MI RA
    APPROVED
    Since 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

1209 E Milham Ave, Portage, MI 49002 • 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
OrganizationCityStateFromTo
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
  • 09/2013 → 08/2021
    Brianna Lynn Studios, Llc
    Brighton, MI
  • 02/2018 → Present
    Clear Strategy
    Brighton, MI
  • 03/2021 → 01/2024
    Woodbury Financial Services Inc
    Brighton, MI
  • 01/2024 → Present
    Brighton, MI
Previous Registrations
  • 2021-07-06 → 2024-01-19
    Woodbury Financial Services, Inc.
    Brighton, MI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-05
  • S66 Uniform Combined State Law Examination
    2021-07-05
Other Names
  • Brianna Lynn Egner

View on SEC IAPD

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