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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-13
VA RA APPROVED 2013-01-10
  • TX RA
    APPROVED
    Since 2021-04-13
  • VA RA
    APPROVED
    Since 2013-01-10

Branch Locations

941 Glenwood Station Lane Suite 201, Charlottesville, VA 22901 • 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
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
  • 10/2012 → Present
    Raymond James Financial Services
    Charlottesville, VA
  • 01/2013 → Present
    Charlottesville, VA
  • 02/2012 → Present
    Clarity Wealth Partners
    Charlottesville, VA
  • 01/2021 → Present
    Dean-Reichard Llc
    Charlottesville, VA
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-17
  • S66 Uniform Combined State Law Examination
    2012-12-17
Designations
Other Names
  • Julia Jean Klan

View on SEC IAPD

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