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2160 The Alameda Suite A, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED_RES | 2020-04-15 |
Branch Locations
2160 The Alameda Suite A, San Jose, CA 95126 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2013 | 10/2023 |
| Clarity Wealth Advisors | San Jose | CA | 10/2013 | Present |
1) Fixed Insurance Business. Investment Related. 2160 The Alameda; Suite A, San Jose 95126. Independent Contractor. 06/1993. 2) Casa Blanca Investments, LLC-Investment related-35453B Dumbarton Court, Newark, CA 94560. 8/30/2018. 0 hrs/mth-0 during securities hrs-Member and an investor. Not involved with day to day activity or any decision making. 3) Statera, LLC. Not Investment Related. 2160 The Alameda, Suite A, San Jose, CA 95126. Office Building Clarity is Tenant. Member. 2 Hrs/Mo; 0 During Trading Hours. Member of LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-23 |
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