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432 Greenfield Road, 2Nd Fl, Montague, MA 01351 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
| CA | RA | APPROVED | 2026-05-11 |
Branch Locations
432 Greenfield Road, 2Nd Fl, Montague, MA 01351 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 09/2012 | 07/2023 |
| Bank Of America, N.A. | Westlake Village | CA | 10/2012 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Westlake Village | CA | 07/2023 | 05/2026 |
| Clarity Wealth Management Llc | Montague | MA | 05/2026 | Present |
| Wilburn & Associates Llc | Westlake | CA | 07/2023 | 05/2026 |
| Wells Fargo Advisors | Westlake Billage | CA | 07/2023 | 05/2026 |
WILBURN & ASSOCIATES LLC, NOT INV RELATED, WESTLAKE, CA, 100% OWNERSHIP, START DATE: 7/6/23; BOOKKEEPING SERVIC ES; APPROX 15-20% OF TIME; APPROX 30 HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-26 |
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