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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-13 |
| VA | RA | APPROVED | 2013-01-10 |
Branch Locations
941 Glenwood Station Lane Suite 201, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Charlottesville | VA | 10/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Charlottesville | VA | 01/2013 | Present |
| Clarity Wealth Partners | Charlottesville | VA | 02/2012 | Present |
| Dean-Reichard Llc | Charlottesville | VA | 01/2021 | Present |
(1)Name of Business: Clarity Wealth Partners Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901-5719, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee of 401k plan for our Branch office, under name of "Clarity Wealth Partners, LLC 401k Plan". (2)Name of Business: Clarity Wealth Partners LLC Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/23/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company for our financial planning and investment practice (3)Name of Business: Dean-Reichard LLC Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Dean-Reichard, LLC is owned by John C. Dean and Julia J. Reichard. It owns 50% of our support company, Clarity Wealth Partners LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-17 |
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