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100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-27 |
Branch Locations
100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Radnor | PA | 11/2010 | Present |
| The Wharton Advisory Group, Llc | Wayne | PA | 12/2010 | 06/2018 |
| Clearview Financial Partners, Llc | Radnor | PA | 04/2018 | Present |
1. 5/7/2018 - Clearview Financial Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/26/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Clearview Financial Partners, LLC, an independent investment advisor firm. I started this business activity in April 2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 2. 10/9/2018 - Clearview Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/29/2018 - 160 Hours Per Month/6 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-03 |
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