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Clarity Financial Advisors LLC CRD 323321
$150M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
260 1St Ave S., St. Petersburg, FL 33710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
Branch Locations
St. Petersburg, FL • United States
260 1St Ave S., St. Petersburg, FL 33710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2021 | 11/2022 |
| University Of South Florida - Leadership Center | St. Petersburg | FL | 05/2013 | 01/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2021 | 11/2022 |
| Clarity Financial Advisors Llc | St. Petersburg | FL | 11/2022 | Present |
| Ash Brokerage | Fort Wayne | IN | 09/2021 | Present |
Ash Brokerage. 888 S Harrison St , #900, Fort Wayne, IN. 46802. Insurance Sales. Insurance Agent selling term, disability, LTC, and fixed annuities. Approximately 10 hours a month devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-04 |
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