John Cleary

Current Employers

Employment History

• 06/2014 → 07/2023
  Bancwest Investment Services, Inc
  San Francisco, CA
• 07/2023 → 08/2025
  Lpl Financial Llc
  Orinda, CA
• 02/2026 → 06/2026
  Madison Partners
  Orinda, CA
• 09/2025 → 01/2026
  Unemployed
  Orinda, CA
• 07/2026 → Present
  Usaa Investment Service Company
  Tampa, FL
• 07/2026 → Present
  Usaa Lifeco
  Tampa, FL

Previous Registrations

• 2026-02-11 → 2026-06-09
  Madison Partners
  Orinda, CA
  Madison, WI
• 2025-09-03 → 2025-10-13
  The Wealthgarden F.S. Llc
  Orinda, CA
  El Segundo, CA
• 2023-07-19 → 2025-08-04
  Lpl Financial Llc
  El Cerrito, CA
  Orinda, CA
  Lafayette, CA
  Oakland, CA
  Berkeley, CA
  Oakland, CA
  Emeryville, CA
  Pinole, CA
  Berkeley, CA
• 2014-06-05 → 2023-07-19
  Bancwest Investment Services, Inc.
  San Francisco, CA
  San Leandro, CA
  Oakland, CA
  Oakland, CA
  Oakland, CA
  Oakland, CA
  Berkeley, CA
  El Cerrito, CA
  Oakland, CA
  Pinole, CA
  Berkeley, CA
  Oakland, CA
  Berkeley, CA
  Lafayette, CA
  El Cerrito, CA
  Oakland, CA
  Oakland, CA
  Orinda, CA
  Oakland, CA
• 2011-05-18 → 2014-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Berkeley, CA
  Berkeley, CA
  Sacramento, CA
  Berkeley, CA
  Berkeley, CA
  Livermore, CA
• 2011-03-01 → 2011-06-07
  Lewis Asset Management
  Lafayette, CA
• 2009-06-01 → 2010-09-02
  Td Ameritrade, Inc.
  Walnut Creek, CA
• 2009-06-01 → 2010-09-02
  Td Ameritrade Investment Management, Llc
  Walnut Creek, CA
• 2007-03-26 → 2008-07-17
  Td Ameritrade, Inc.
  Boston, MA
• 2007-03-26 → 2008-07-17
  Td Ameritrade Investment Management, Llc
  Boston, MA
• 2003-03-12 → 2006-05-10
  Charles Schwab & Co., Inc.
  Walnut Creek, CA
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-03-07
• S63 Uniform Securities Agent State Law Examination
  1991-10-31

Other Names

• John Paul Cleary
• John Cleary
• John Paul Cleary
• Jake Cleary
• John P Cleary