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582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-18 |
| WA | RA | APPROVED | 2023-08-02 |
Branch Locations
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States
905 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Insight Financial Planning Llc | Spokane | WA | 01/2019 | Present |
| Zieders Enterprises Inc | Stafford | VA | 07/2013 | 01/2021 |
| Apforia Ltd | Virginia Beach | VA | 06/2023 | Present |
Clear Insight Tax; Is the business investment related: No; Location: 421 John Storm Ave #161 La Center Washington 98629 United States; Clear Insight Wealth Management, LLC (CIWM): Ms. Ross is a partner in Clear Insight Tax, a tax preparation and accounting firm. Clear Insight Tax provides tax preparation, accounting, and related services to individuals and businesses. Position Title: Partner; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 15;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-17 |
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