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Christopher Scott Teofilak

Clear Wealth Management

Lynnwood, WA

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Current Employers
Clear Wealth Management

Lynnwood, WA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-11
TX RA APPROVED_RES 2017-09-21
WA RA APPROVED 2017-08-17
  • NY RA
    APPROVED
    Since 2021-08-11
  • TX RA
    APPROVED_RES
    Since 2017-09-21
  • WA RA
    APPROVED
    Since 2017-08-17

Branch Locations

Lynnwood, WA • 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
Northwest Asset Management Mercer Island WA 09/2015 10/2017
Clear Wealth Management, Llc Lynnwood WA 07/2017 Present
Index Fund Wealth Management, Llc Lynnwood WA 04/2017 07/2017
  • 09/2015 → 10/2017
    Northwest Asset Management
    Mercer Island, WA
  • 07/2017 → Present
    Clear Wealth Management, Llc
    Lynnwood, WA
  • 04/2017 → 07/2017
    Index Fund Wealth Management, Llc
    Lynnwood, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-01
S63 Uniform Securities Agent State Law Examination 2006-06-08
  • S66 Uniform Combined State Law Examination
    2010-09-01
  • S63 Uniform Securities Agent State Law Examination
    2006-06-08
Designations
Other Names
  • Christopher S. Teofilak
  • Chris Teofilak

View on SEC IAPD

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