Best Investors Account Sign in
Inactive

Karen Margaret Clapp

Aspiriant, LLC

San Diego, CA

Los Angeles, CA

Claim This Profile
Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-06
CA RA APPROVED 2021-12-03
  • TX RA
    APPROVED_RES
    Since 2023-07-06
  • CA RA
    APPROVED
    Since 2021-12-03

Branch Locations

12481 High Bluff Ridge Suite 110, San Diego, CA 92130 • United States

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clapp Legal Carlsbad CA 09/2015 10/2016
N/A San Diego CA 10/2016 06/2017
Hynes Advisory Inc. Dba Hearthstone San Diego CA 06/2017 11/2021
Aspiriant Llc San Diego CA 12/2021 Present
  • 09/2015 → 10/2016
    Clapp Legal
    Carlsbad, CA
  • 10/2016 → 06/2017
    N/A
    San Diego, CA
  • 06/2017 → 11/2021
    Hynes Advisory Inc. Dba Hearthstone
    San Diego, CA
  • 12/2021 → Present
    San Diego, CA
Previous Registrations
  • 2017-08-07 → 2021-12-31
    Hearthstone | Private Wealth Management
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-07
  • S65 Uniform Investment Adviser Law Examination
    2017-08-07

View on SEC IAPD

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor