Steven Richard Montgomery

Current Employers

Employment History

• 05/2002 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp. )
  Radnor, PA
• 08/2011 → 06/2018
  The Wharton Advisory Group, Llc
  Wayne, PA
• 05/2018 → Present
  Clearview Financial Partners, Llc
  Radnor, PA

Previous Registrations

• 2011-09-01 → 2018-07-05
  The Wharton Advisory Group, Llc
  Wayne, PA
• 2008-09-29 → 2013-03-27
  Lpl Financial Llc
  Radnor, PA
  Bethlehem, PA
  Bethlehem, PA

Other Businesses

1. 5/10/2010: No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 10% - LIFE AND HEALTH INSURANCE. 2. 5/22/2018 - Clearview Financial Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:05/04/2018 - 160 Hours Per Month/160 Hours During Trading - I provide investment advisory services through Clearview Financial Partners, LLC., an independent investment advisor firm. I started this business activity in May 2018. I expect to spend approximately 160 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. 3. 10/9/2018 - Clearview Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/30/2018 - 160 Hours Per Month/8 Hours During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-23