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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
| OR | RA | APPROVED | 2025-01-13 |
Branch Locations
15573 Sw Bangy Rd Ste 100, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Financial Partners, Inc. | Lake Oswego | OR | 08/2016 | Present |
| Woodbury Financial Services Inc | Lake Oswego | OR | 11/2016 | 12/2016 |
| Lion Street Financial | Lake Oswego | OR | 01/2017 | 07/2021 |
| Lion Street Advisors | Lake Oswego | OR | 05/2018 | 07/2021 |
| Clearfp Advisors, Llc | Lake Oswego | OR | 10/2020 | 01/2025 |
| Clearfp Securities, Llc | Lake Oswego | OR | 08/2021 | 01/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2018 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CLEARFP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE START DATE: 02/2020 POSITION/TITLE/RELATIONS INSURANCE PRODUCER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE SERVICES; 3. NAME OF OTHER BUSINESS: CLEAR FINANCIAL PARTNERS, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION N OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2016 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 4.NAME OF OTHER BUSINESS: TYLER ANDREWS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTHOR START DATE: 4/2/2026 POSITION/TITLE/RELATIONSHIP: AUTHOR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOOK WRITING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-25 |
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