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3303 E Baseline Rd Ste. 107, Gilbert, AZ 85234 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-11-08 |
Branch Locations
3303 E Baseline Rd Ste. 107, Gilbert, AZ 85234 • 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 |
|---|---|---|---|---|
| Reptile Fanatics | Gilbert | AZ | 10/2003 | 12/2016 |
| Lpl Financial, Llc | Mesa | AZ | 08/2015 | Present |
| Clarity Wealth Management, Llc | Mesa | AZ | 09/2016 | Present |
1. 12/2/2016 - Clarity Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/23/2016 - 160 Hours Per Month During Securities Trading. 2. 12/15/2016 - Clarity Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/23/2016 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Clarity Wealth Management, an independent investment advisor firm. I started this business activity in November 2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial 3) 06/13/2025 - Clarity Office Holdings, LLC - Investment Related - Real Estate Rental - Gilbert, AZ - Start Date:08/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-17 |
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