Inactive

John Samuel Hartman

Clearstead; Clearstead Advisory Solutions

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Current Employers

Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-12-10

VA RA
APPROVED

Since 2024-12-10

Branch Locations

20 Church Avenue Suite 100, Roanoke, VA 24011 • United States

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	New York	NY	07/2015	07/2021
Jp Morgan Chase Bank Na	New York	NY	07/2015	07/2021
Foti, Flynn, Lowen & Co	Roanoke	VA	07/2023	08/2024
Clearstead Advisory Solutions	Roanoke	VA	08/2024	Present
Cedarstreams, Llc	Roanoke	VA	07/2021	06/2022
River Park Group, Llc	Roanoke	VA	07/2022	06/2023

07/2015 → 07/2021

J.P. Morgan Securities Llc

New York, NY
07/2015 → 07/2021

Jp Morgan Chase Bank Na

New York, NY
07/2023 → 08/2024

Foti, Flynn, Lowen & Co

Roanoke, VA
08/2024 → Present

Clearstead Advisory Solutions

Roanoke, VA
07/2021 → 06/2022

Cedarstreams, Llc

Roanoke, VA
07/2022 → 06/2023

River Park Group, Llc

Roanoke, VA

Other Businesses

49% owner of LiveFree LLC which owns the Pure Barre franchise in Roanoke, VA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-10
S63	Uniform Securities Agent State Law Examination	2015-08-28

S65 Uniform Investment Adviser Law Examination

2024-12-10
S63 Uniform Securities Agent State Law Examination

2015-08-28

View on SEC IAPD

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