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107 East Eleventh Street, Mount Pleasant, TX 75455 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
107 East Eleventh Street, Mount Pleasant, TX 75455 • 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 |
|---|---|---|---|---|
| Clarity Compliance | Livonia | NY | 01/2016 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 05/2017 | 03/2021 |
| Mycroft Research, Llc/Conservative Equity Advisors | Fort Plain | NY | 10/2016 | 01/2018 |
| Monticello Financial Group Llc | Mt. Pleasant | TX | 04/2021 | Present |
| Monticello Financial Advisors, Llc | Mt. Pleasant | TX | 11/2022 | Present |
Clarity Compliance & Operations Services, LLC/compliance Process consulting, not investment related/ 80 Big Tree St. Livonia, NY / President & Chief Compliance Officer 1/2/2016 - currently inactive Monticello Financial Advisors, LLC - Chief Compliance Officer Registered Investment Advisor - Duties concurrent - no additional compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-05 |
| S66 | Uniform Combined State Law Examination | 2005-05-09 |
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