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525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED_RES | 2021-05-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Rothschild Investment Corp | Chicago | IL | 12/2013 | 09/2017 |
| Total Clarity Wealth Management, Inc. | St. Charles | IL | 05/2019 | Present |
| Preactive Investments | St. Charles | IL | 10/2017 | Present |
1) Land Trust No. [REDACTED]; investment-related; 2147 Fargo Blvd, Geneva, IL 60147; Trustee for rental property beginning July 2011; less than 1 hour/month; Collect rent check, interact with accountant and lawyer if needed. 2) Preactive Investments DBA; same address as Total Clarity Wealth Management; Investment Advisory business; Subcontractor; May 2019; 50+ hours a week; Manage assets on behalf of investment clients that I source. 3) Resonance Pi, LLC; non-investment related; 2147 Fargo Blvd, Geneva, IL 60147, Managing Member, 0 time spent thusfar. Software Design and Development - taking online classes at night to develop skill set.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-28 |
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