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William Roger Washburn

Clarity Financial Organization, LLC

Boonville, IN

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Current Employers
Clarity Financial Organization, Llc

301 West Main Street Suite 201, Boonville, IN 47601 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-07-20
  • IN RA
    APPROVED
    Since 2021-07-20

Branch Locations

301 West Main Street Suite 201, Boonville, IN 47601 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Boonville IN 08/2003 12/2020
Insurance - Non Variable Indianapolis IN 04/2004 11/2020
Rushing Financial Indianapolis IN 03/2013 11/2020
Raymond James Financial Services Advisors, Inc. Boonville IN 01/2014 12/2020
Washburn Financial Services, Inc. Dba Washburn Wealth Advisors Boonville IN 09/2003 11/2020
Clarity Financial Organization, Llc Boonville IN 01/2021 Present
  • 08/2003 → 12/2020
    Raymond James Financial Services, Inc.
    Boonville, IN
  • 04/2004 → 11/2020
    Insurance - Non Variable
    Indianapolis, IN
  • 03/2013 → 11/2020
    Rushing Financial
    Indianapolis, IN
  • 01/2014 → 12/2020
    Boonville, IN
  • 09/2003 → 11/2020
    Washburn Financial Services, Inc. Dba Washburn Wealth Advisors
    Boonville, IN
  • 01/2021 → Present
    Boonville, IN
Previous Registrations
Other Businesses

Insurance Agent, Investment Related, Boonville, IN, Fixed Insurance Agent, Start Date 03/2013, 4 hours per month devoted, 0 hours per month devoted during securities trading. Fixed insurance sales under insurance agency DPL Financial Partner (Start date 06/2022)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-07
S63 Uniform Securities Agent State Law Examination 1995-05-26
  • S65 Uniform Investment Adviser Law Examination
    2022-12-07
  • S63 Uniform Securities Agent State Law Examination
    1995-05-26
Designations

View on SEC IAPD

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