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John Wesley Paulson

Clear Sky Financial, LP

Prosper, TX

CRD 2908933

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Employer firm

Clear Sky Financial, LP CRD 298551

$141M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Clear Sky Financial, Lp

130 N. Preston Road Suite 344, Prosper, TX 75078 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-11
  • TX RA
    APPROVED
    Since 2018-10-11

Branch Locations

130 N. Preston Road Suite 344, Prosper, TX 75078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Dallas TX 08/2005 10/2018
Clear Sky Financial, Lp Plano TX 08/2018 Present
Previous Registrations
Other Businesses

08/11/1997 licensed insurance agent, approximately 5% of time spent. Licensed registered representative, approximately 10% of time spent.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-08-01
  • S63 Uniform Securities Agent State Law Examination
    1997-08-01

View on SEC IAPD

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