David William Chadwick

Current Employers

Employment History

• 03/2015 → 06/2018
  Hancock Bank
  Sarasota, FL
• 03/2015 → 06/2018
  Hancock Investment Services, Inc.
  Sarasota, FL
• 06/2018 → Present
  Lpl Financial Llc
  Sarasota, FL
• 06/2018 → 12/2023
  Capital Point Financial Group, Ltd.
  Sarasota, FL
• 12/2023 → Present
  Total Clarity Wealth Management, Inc.
  St. Charles, IL

Previous Registrations

• 2018-08-29 → 2024-01-08
  Capital Point Financial Group, Ltd.
  Sarasota, FL
  Glenview, IL
• 2015-03-23 → 2018-06-08
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
  Sarasota, FL
  Sarasota, FL
• 2011-08-22 → 2015-03-05
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Sarasota, FL
• 2011-03-24 → 2011-07-07
  M&I Investment Management Corp.
  Sarasota, FL
  Milwaukee, WI
• 2008-09-18 → 2010-03-30
  M&I Financial Advisors, Inc
  Bradenton, FL
  Apollo Beach, FL
  Sarasota, FL
  Ellenton, FL
  Bradenton, FL
  Tampa, FL
  Brandon, FL
• 2007-06-12 → 2008-08-01
  Kestra Investment Services, Llc
  Sarasota, FL
  Sarasota, FL

Other Businesses

1) 12/01/2020 - Pinchot Road Advisors LLC - Non-Inv Related - Gainesville, FL - Business Entity For Tax/Investment Purposes Only - Manager - Started: 1/1/2019 - 0 hrs/mo. 2) 09/17/2021 - No Business Name - Inv related - At Reported Business Location(s) - Non-Variable Insurance - Started: 9/13/2021 - 0 Hrs/mo 3) 12/21/2023 - Total Clarity Wealth Management - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/18/2023 - 40 Hrs/Mo; 8 Hrs During Trading. 4) 12/27/2023 - Total Clarity Wealth Management - Inv related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 12/20/2023 - 40 Hrs/mo; 8 Hrs During Trading - I provide investment advisory services through Total Clarity Wealth Management, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 40 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
  2007-06-08
• S63 Uniform Securities Agent State Law Examination
  1999-07-15

Designations

Other Names

• David W Chadwick