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Todd Patrick Pizzuti

Clear Creek Financial Management, LLC

Tigard, OR

Silverdale, WA

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Current Employers
Clear Creek Financial Management, Llc

9361 Bayshore Drive Nw, Silverdale, WA 98383 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-10-06
  • OR RA
    APPROVED
    Since 2023-10-06

Branch Locations

Tigard, OR • United States

9361 Bayshore Drive Nw, Silverdale, WA 98383 • 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
Portland Private Wealth Management, Inc. Portland OR 06/2014 10/2023
Clear Creek Financial Management, Llc Silverdale WA 10/2023 Present
Previous Registrations
  • 2014-08-28 → 2023-10-06
    Portland Private Wealth Management, Inc.
    Portland, OR
    Portland, OR
  • 2012-07-02 → 2014-08-29
    First Allied Advisory Services, Inc.
    Portland, OR
  • 2011-02-25 → 2012-07-02
    First Allied Securities, Inc.
    Portland, OR
    San Diego, CA
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-24
S63 Uniform Securities Agent State Law Examination 2000-12-07
  • S66 Uniform Combined State Law Examination
    2003-01-24
  • S63 Uniform Securities Agent State Law Examination
    2000-12-07

View on SEC IAPD

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