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525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-09 |
| IL | RA | APPROVED | 2007-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Street Finacial Advisors | St. Charles | IL | 01/2006 | 10/2018 |
| Total Clarity Wealth Management, Inc. | Spring | TX | 03/2007 | Present |
| Cetera Advisors Neworks Llc | El Segundo | CA | 01/2013 | 10/2018 |
| Lpl Financial Llc | Spring | TX | 10/2018 | Present |
1) 10/01/2018 - Business Entity For Tax/Investment Purposes Only - EXEMPLAR ADVISOR SERVICES, LLC - 80HRS/MO - INVESTMENT RELATED - CRYSTAL LAKE, IL 60014 2) 10/3/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/2015 - 140 Hours Per Month/140 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through TOTAL CLARITY WEALTH MANAGEMENT, INC, an independent investment advisor firm. I started this business activity in 10/2018. I expect to spend approximately 140 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) 09/15/2021 - Financial Servicenter of Delaware - DBA: Financial Servicenter Delaware, Financial Service - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 4) 12/19/2023 - INDIGO ADVISER SERVICES, INC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - Home Based - Start Date 10/01/2018 - 4 Hours Per Month/ During Trading 5) 12/19/2023 - Exemplar Advisor Services - SD - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 09/01/2021 - 4 Hours Per Month/ During Trading 6) 01/29/2026 - Exemplar Advisor Services S.D., LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/28/2020 - 50 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-02 |
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