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Current Employers
Clarity Wealth Management, L.L.C.

3303 E Baseline Rd Ste. 107, Gilbert, AZ 85234 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2016-11-08
  • AZ RA
    APPROVED
    Since 2016-11-08

Branch Locations

3303 E Baseline Rd Ste. 107, Gilbert, AZ 85234 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2003 → 12/2016
    Reptile Fanatics
    Gilbert, AZ
  • 08/2015 → Present
    Lpl Financial, Llc
    Mesa, AZ
  • 09/2016 → Present
    Mesa, AZ
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-15
S63 Uniform Securities Agent State Law Examination 2006-01-17
  • S66 Uniform Combined State Law Examination
    2009-05-15
  • S63 Uniform Securities Agent State Law Examination
    2006-01-17
Other Names
  • Howard R Dalmonte
  • Howard R Dal Monte

View on SEC IAPD

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