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100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-26 |
Branch Locations
100 Matsonford Road Building #5, Suite 110, Radnor, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Radnor | PA | 01/2012 | 08/2024 |
| The Wharton Advisory Group, Llc | Wayne | PA | 01/2012 | 06/2018 |
| Clearview Financial Partners, Llc | Radnor | PA | 04/2018 | Present |
1. 3/9/2012: ANDREW FACTOR INSURANCE - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 10% - INSURANCE SALES. 2. 5/7/2018 - Clearview Financial Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/26/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Clearview Financial Partners, LLC, an independent investment advisor firm. I started this business activity in April 2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 10/9/2018 - Clearview Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/30/2018 - 180 Hours Per Month/8 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-22 |
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