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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-27 |
| CT | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
| UT | RA | APPROVED | 2024-06-14 |
Branch Locations
2614 Boston Post Rd East Hall - Ste 32B, Guilford, CT 06437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Guilford | CT | 03/2006 | 10/2017 |
| Securities America, Inc. | Guilford | CT | 10/2017 | 06/2024 |
| Securities America Advisors | Guilford | CT | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Guilford | CT | 06/2024 | Present |
1. Clearview Wealth Management, LLC Position: Managing Partner - Nature: Insurance Sales - Investment Related: Yes - Hours: 15 - Securities Trading Hours: 10 - Start Date: 04/16/2003 - Address: 2614 Boston Post Road, Suite 32B, Guilford CT 06437 2. Carone Family Trust Position: Successor Trustee - Nature: Successor Trustee on my parents Estate Plan - Investment Related: No - Hours: 0 - Securities Trading Hours: 0 - Start Date: 10/04/2005 Address: 25 Hilltop Lane, West Haven CT 06516 3. Insurance Sales Position: Managing Partner - Nature: Insurance Sales - Investment Related: Yes - Hours: 15 - Securities Trading Hours: 10 - Start Date: 04/16/2003 - Address: 2614 Boston Post Road, Suite 32B, Guilford CT 06437 4. CLEARVIEW WEALTH MANAGEMENT, LLC - DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-28 |
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