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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2019-07-30 |
| TX | RA | APPROVED_RES | 2018-10-22 |
| IL | RA | APPROVED | 2018-10-19 |
Branch Locations
413 E Terra Cotta Ave, Crystal Lake, IL 60014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 10/2018 |
| Total Clarity Wealth Management, Inc | Crystal Lake | IL | 06/2015 | Present |
| Lpl Financial, Llc | Crystal Lake | IL | 10/2018 | Present |
1) 10/19/2018 - Non-Variable Insurance - EXEMPLAR FINANCIAL NETWORK - Crystal Lake, IL 2) 10/19/2018 - Business Owner - EXEMPLAR FINANCIAL INSTITUTIONS - Crystal Lake, IL 3) 10/19/2018 - Business Owner - THE NEXTSTEP - Crystal Lake, IL 4) 10/19/2018 - Business Entity For Tax/Investment Purposes Only - EXEMPLAR ADVISOR SERVICES - Crystal Lake, IL 5) 10/19/2018 - Tax Prep/Accounting/CPA - EXEMPLAR ACCOUNTING & TAX ADVISORS - Crystal Lake, IL 6) 10/19/2018 - Business Owner - Exemplar Tax Marketing - Crystal Lake, IL. 7) 12/31/2020 - No Business Name - Investment Related - At Reported Business Location(s); Lake Ozark, MO 65049; Sturgis, SD 57785; Crystal Lake, IL 60014; & Islamorada, FL 33036 - Real Estate Rental - Started 09/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 8) 3/23/2021 - Exemplar Wealth Management, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/28/2020 - 100 Hours Per Month/50 Hours During Securities Trading. 9) 3/23/2021 - Exemplar Advisor Services S.D., LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/28/2020 - 100 Hours Per Month/50 Hours During Securities Trading. 10) 11/30/2023 - EXEMPLAR ADVISOR SERVICES, SD - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 01/01/2021 - 5 Hours Per Month/ During Trading 11) 12/19/2023 - TOTAL CLARITY WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 3/1/2016 - 5 Hours Per Month During Securities Trading - I provide investment advisory services through Total Clarity Wealth Management, an independent investment advisor firm. I started this business activity in 03/2016. I expect to spend approximately 5 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. 12) 02/14/2024 - Exemplar Financial Network - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 10/19/2018 - 300 Hrs/Mo; 176 Hrs During Trading. 13) 02/14/2024 - Financial Servicenter - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 9/9/2021 - 5 Hrs/Mo During Trading. 14) 01/29/2026 - Exemplar Advisor Services S.D., LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/28/2020 - 50 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-04 |
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