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525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-21 |
Branch Locations
525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Glenview | IL | 08/1999 | Present |
| Capital Point Financial Group, Ltd. | Glenview | IL | 07/2019 | 12/2023 |
| Total Clarity Wealth Management, Inc | St. Charles | IL | 12/2023 | Present |
| Lpl Financial, Llc | Glenview | IL | 11/1999 | 10/2020 |
(1) 03/23/2004- Non-Variable Insurance - Investment Related - At Reported Business Location(s) (2) 12/07/2004- Non-Variable Insurance - Investment Related - At Reported Business Location(s) (3) 3/26/2008: NO BUSINESS NAME - Not Investment Related - REFEREE - Time Spent 10% - OFFICIATE HIGH SCHOOL AND MIDDLE SCHOOL FOOTBALL (4) 8/19/2013: NO BUSINESS NAME - Not Investment Related - COACH/REFEREE - Time Spent 5% - REFEREEING YOUTH AND HIGH SCHOOL BASKETBALL- -compensated per game; assigned by assignors for individual conferences. (5) 6/1998 - J. Long & Associates - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - 0 Hours Per Month/ 0 Hours During Securities Trading (6) 01/26/2024 - Total Clarity Wealt Management, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/21/2023 - 140 Hours Per Month/ 7 Hours During Trading (7) 01/29/2024 - Total Clarity Wealth Management,Inc - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/21/2023 - 140 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through Total Clarity Wealth Management, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-14 |
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