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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_RES 2018-06-01
IL RA APPROVED 2011-10-03
  • TX RA
    APPROVED_RES
    Since 2018-06-01
  • IL RA
    APPROVED
    Since 2011-10-03

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
Total Clarity Wealth Management, Inc. St. Charles IL 09/2011 Present
Cetera Advisor Networks Llc El Segundo CA 01/2013 10/2018
Lpl Financial St Charles IL 10/2018 Present
  • 09/2011 → Present
    St. Charles, IL
  • 01/2013 → 10/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 10/2018 → Present
    Lpl Financial
    St Charles, IL
Other Businesses

1) 9/27/2018 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - VIVIAN FINANCIAL SERVICES, INC - ST CHARLES, IL 2) 9/27/2018 - NON-VARIABLE INSURANCE - NON-VARIABLE INSURANCE - ST CHARLES, IL. 3) 10/3/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 09/06/2011 - 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 7/2018. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-02
  • S66 Uniform Combined State Law Examination
    2011-09-02

View on SEC IAPD

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