Douglas Steven Root

Employer firm

Clarity Financial Advisors LLC CRD 323321

$150M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 08/2020
  Pruco Securities Llc
  Newark, DE
• 08/2013 → 06/2020
  Greenwood Mennonite School
  Greenwood, DE
• 08/2020 → 11/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → 11/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2022 → Present
  Clarity Financial Advisors Llc
  St. Petersburg, FL

Previous Registrations

• 2020-08-13 → 2022-11-04
  Cambridge Investment Research Advisors, Inc.
  Greenwood, DE

Other Businesses

1) GREENWOOD MENNONITE SCHOOL, 12802 MENNONITE SCHOOL RD, GREENWOOD DE, IT MANAGER, 08/01/13, NIR, 10/MO-0/TRADING 2) GREENWOOD MENNONITE SCHOOL, 12525 SHAWNEE RD, GREENWOOD, DE, GREENWOOD MENNONITE CHURCH, ADMINISTRATOR, 03/01/18, NIR, 10/MO- 0/TRADING 3) INSURANCE, 11122 COON DEN ROAD, GREENWOOD, DE, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 08/26/20, NIR, 2/WK- 1/TRADING 4) DOUGLAS ROOT / 121 S Main St., Manheim PA 17545 / 02/07/2022 / NIR / DELIVERY DRIVER FOR CHOICEBOOKS / 120HR/MO - 84HR/MO TRADING 5) CHOICEBOOKS, 171 S Main Street, Manheim PA 17545, 02/2022, Employee, Book Displays, NIR, 120 HR/Mo - 25 HR/MO Trading.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-01