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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 | 2024-01-26 |
Branch Locations
525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
171 W Wing St Suite 204B, Arlington Heights, IL 60005 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-04-14 |
Branch Locations
171 W Wing St Ste 204B, Arlington Heights, IL 60005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Realty Securities | Greenwood Village | CO | 01/2012 | 04/2017 |
| Lpl Financial, Llc | Palatine | IL | 04/2017 | 06/2018 |
| Guidant Wealth Advisors | Palatine | IL | 05/2017 | 06/2018 |
| Capital Point Financial Group, Ltd. | Glenview | IL | 07/2018 | 12/2023 |
| Lpl Financial, Llc | Glenview | IL | 08/2018 | Present |
| Total Clarity Wealth Management, Inc | St. Charles | IL | 12/2023 | Present |
| Lpl Financial, Llc | Glenview | IL | 04/2021 | Present |
(1) 4/6/2020 - Integrated Wealth Planning, Inc. - Investment Related - Home Based & At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Stated 01/19/2020 - 160 Hours Per Month/8 Hours During Securities Trading. (2) 01/26/2024 - 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/Mth - 160 Hrs During Trading. (3) 01/29/2024 - Total Clarity Wealth Management Inc - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 12/21/2023 - 160 Hrs/Mth - 160 Hrs 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.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/28/2025 - Insightful Wealth Planning LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only -At Reported Business Location(s) - Start Date:01/10/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 5) 07/09/2025 - E4 - Investment Related - Non-Variable Insurance - Verona, WI - Start Date:04/01/2024 - 4 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-10 |
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