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525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-03 |
| IL | RA | APPROVED | 2023-12-21 |
Branch Locations
171 W Wing St Suite 204B, Arlington Heights, IL 60005 • United States
525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Glenview | IL | 12/2015 | Present |
| Capital Point Financial Group, Ltd. | Westmont | IL | 11/2015 | 12/2023 |
| Total Clarity Wealth Management, Inc. | St. Charles | IL | 12/2023 | Present |
1) 02/07/2024 - Total Clarity Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/22/2023 - 160 Hrs/Mo During Trading. 2) 02/13/2024 - Total Clarity Wealth Management, Inc. - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 12/22/2023 - 160 Hrs/mo During Trading - I provide investment advisory services through Total Clarity Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 12/2023. 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. 3) 03/12/2024 - Tri County Tax & Accounting - Inv Related - Morris, IL - Tax Prep/Accounting/CPA - Investor - Started: 12/22/2023 - 5 Hrs/Mo; 0 Hr During Trading. 4) 01/21/2025- The Bold Financial- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 12/17/2024- 1 Hour Per Month- 1 Hour During Trading. 5) 10/01/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:08/28/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-21 |
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