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Current Employers
Total Clarity Wealth Management, Inc

525 Tyler Rd Suite T, St. Charles, IL 60174 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-09
IL RA APPROVED 2007-04-12
  • TX RA
    APPROVED
    Since 2020-11-09
  • IL RA
    APPROVED
    Since 2007-04-12

Branch Locations

525 Tyler Rd Suite T, St. Charles, IL 60174 • 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
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
  • 01/2006 → 10/2018
    Wall Street Finacial Advisors
    St. Charles, IL
  • 03/2007 → Present
    Spring, TX
  • 01/2013 → 10/2018
    Cetera Advisors Neworks Llc
    El Segundo, CA
  • 10/2018 → Present
    Lpl Financial Llc
    Spring, TX
Previous Registrations
  • 2007-07-19 → 2018-10-09
    Cetera Wealth Services, Llc
    St. Charles, IL
    Crystal Lake, IL
    Spring, TX
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-02
  • S66 Uniform Combined State Law Examination
    2007-04-02
Other Names
  • Jeanne Tackett

View on SEC IAPD

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