James Primiano

Current Employers

Employment History

• 06/2001 → 07/2025
  Next Financial Group Inc
  Houston, TX
• 07/2018 → Present
  Clear View Wealth Advisors Llc
  Orchard Park, NY
• 06/2001 → 07/2025
  Primiano Financial
  Orchard Park, NY
• 07/2025 → Present
  Lpl Financial Llc
  Orchard Park, NY

Previous Registrations

• 2015-01-05 → 2025-07-11
  Next Financial Group, Inc.
  Houston, TX
  Williamsville, NY
  Williamsville, NY
  Niagara Falls, NY
  Hamburg, NY
  Orchard Park, NY

Other Businesses

1. 07/10/2025- Primiano Financial- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/16/2015- 20 Hours Per Month- 20 Hours During Trading 2. 07/10/2025- Primiano Financial- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 06/01/2001- 5 Hours Per Month- 2 Hours During Trading 3. 07/18/2025 - Clear View Wealth Advisors LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s)- Start date 07/02/2018- 60 Hours Per Month- 40 Hours During Trading - I provide investment advisory services through Clear View Wealth Advisors, an independent investment advisor firm. I started this business activity in 7/2018. I expect to spend approximately 60 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.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-12
• S65 Uniform Investment Adviser Law Examination
  2005-11-21
• S63 Uniform Securities Agent State Law Examination
  2001-07-28