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Clearview Financial, Inc. CRD 131944
$101M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11622 El Camino Real 100, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-23 |
| LA | RA | APPROVED | 2020-05-18 |
Branch Locations
5151 Shoreham Place, 170, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearview Financial, Inc. | San Diego | CA | 06/2002 | Present |
| Mark S. Young, Cpa, Apc | San Diego | CA | 01/1989 | Present |
MARK S. YOUNG, CPA, APC Not Invesstment related 5151 Shoreham Place, 170, San Diego, CA 92122 This is a Tax and Accounting Business President/CPA Owner of Mark Young, CPA Business started 1/1/1989 I work approximately 80 hours a month in this business. I prepare income tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-30 |
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