David Louis Fitzgerald

Current Employers

Employment History

• 08/2010 → Present
  Lpl Financial, Llc
  Radnor, PA
• 10/2002 → 12/2018
  The Wharton Advisory Group, Llc
  Wayne, PA
• 09/2017 → Present
  Clearview Financial Partners, Llc
  Radnor, PA

Previous Registrations

• 2006-04-28 → 2018-12-06
  The Wharton Advisory Group, Llc
  Wayne, PA
• 1996-10-29 → 2010-08-24
  Fsc Securities Corporation
  Blue Bell, PA
  Wayne, PA
• 2002-11-06 → 2005-12-31
  The Wharton Advisory Group, Llc
  Wayne, PA

Other Businesses

1. 08/19/2010: No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 10% - SELL FIXED INSURANCE AND TERM INSURANCE TO CLIENTS. 2. 9/6/2017: Clearview Financial Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/25/2017 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Clearview Financial Partners, LLC, an independent investment advisor firm. I started this business activity in 7/2017. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 10/10/2018 - Clearview Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/30/2018 - 180 Hours Per Month/8 Hours During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-04-07

Other Names

• Dave Fitzgerald