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Charles Bennie Booth

Clarity Wealth Management, L.L.C.

Gilbert, AZ

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Current Employers
Clarity Wealth Management, L.L.C.

3303 E Baseline Rd Ste. 107, Gilbert, AZ 85234 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2016-11-08
  • AZ RA
    APPROVED
    Since 2016-11-08

Branch Locations

3303 E Baseline Rd Ste. 107, Gilbert, AZ 85234 • 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
Charles Booth Cpa Pfs Mesa AZ 12/1988 08/2021
Lpl Financial, Llc Mesa AZ 07/2008 Present
Clarity Wealth Management, L.L.C. Mesa AZ 09/2015 Present
Clarity Tax And Financial Planning Mesa AZ 11/2020 Present
Previous Registrations
Other Businesses

1. 07/31/2008 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 1% - Occasional sale of health insurance to clients and referrals- Life, Fixed Annuities, Disability. 2. 9/3/2015 - Clarity Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2015 - 150 Hours Per Month During Securities Trading. 3. 11/28/2016 - Clarity Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/23/16 - 20 Hours Per Month/10 Hours During Securities Trading. 4. 12/15/2016 - Clarity Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/01/2016 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Clarity Wealth Management, LLC, an independent investment advisor firm. I started this business activity in November 2016. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's 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. 5. 6/29/2018 - Charles B Booth, Notary Public - Investment Related - At Reported Business Location(s) - Other-Notary Services - Start Date: 10/23/2016 - 1 Hour Per Month/1 Hour During Securities Trading. 6. 8/13/2021 - Clarity Tax and Financial Planning - Not Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Started 08/13/2021 - 40 Hours Per Month/30 Hours During Securities Trading - Assist clients part time with income tax preparation, tax planning and some financial planning.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-11
S66 Uniform Combined State Law Examination 1998-12-23
  • S65 Uniform Investment Adviser Law Examination
    2020-09-11
  • S66 Uniform Combined State Law Examination
    1998-12-23

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