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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

DAVID WILLIAM CHADWICK

Advisor at TOTAL CLARITY WEALTH MANAGEMENT, INC

ST. CHARLES, IL | Gainesville, FL

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Search this name across graphsid dfx:ria:088cf81a-47c9-b075-621b-72b617f95a2e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 12, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TOTAL CLARITY WEALTH MANAGEMENT, INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 15, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jul 15, 1999
First registration: Jun 12, 2007
Dual registered: yes, broker-dealer
Other names: DAVID W CHADWICK
IAPD individual key: 3112314

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TOTAL CLARITY WEALTH MANAGEMENT, INC	Independent wealth	Dec 20, 2023	n/a	yes	Gainesville, FL\|ST. CHARLES, IL	Current employment
CAPITAL POINT FINANCIAL GROUP, LTD.	Former SEC adviser	Aug 29, 2018	Jan 8, 2024	no	Sarasota, FL\|GLENVIEW, IL	Previous registration
HANCOCK WHITNEY INVESTMENT SERVICES INC.	Independent wealth	Mar 23, 2015	Jun 8, 2018	no	NEW ORLEANS, LA\|SARASOTA, FL\|SARASOTA, FL	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 22, 2011	Mar 5, 2015	no	CHARLOTTE, NC\|SARASOTA, FL	Previous registration
M&I INVESTMENT MANAGEMENT CORP.	Former SEC adviser	Mar 24, 2011	Jul 7, 2011	no	SARASOTA, FL\|MILWAUKEE, WI	Previous registration
M&I FINANCIAL ADVISORS, INC.	Former SEC adviser	Sep 18, 2008	Mar 30, 2010	no	BRADENTON, FL\|APOLLO BEACH, FL\|SARASOTA, FL\|ELLENTON, FL\|BRADENTON, FL\|TAMPA, FL\|BRANDON, FL	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jun 12, 2007	Aug 1, 2008	no	SARASOTA, FL\|SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL POINT FINANCIAL GROUP, LTD.	TOTAL CLARITY WEALTH MANAGEMENT, INC	Jan 8, 2024	Dec 20, 2023	-19	Firm change	RIA to RIA
HANCOCK WHITNEY INVESTMENT SERVICES INC.	CAPITAL POINT FINANCIAL GROUP, LTD.	Jun 8, 2018	Aug 29, 2018	82	Firm change	Ibd to RIA
BB&T INVESTMENT SERVICES, INC.	HANCOCK WHITNEY INVESTMENT SERVICES INC.	Mar 5, 2015	Mar 23, 2015	18	Firm change	Other
M&I INVESTMENT MANAGEMENT CORP.	BB&T INVESTMENT SERVICES, INC.	Jul 7, 2011	Aug 22, 2011	46	Firm change	Other
M&I FINANCIAL ADVISORS, INC.	M&I INVESTMENT MANAGEMENT CORP.	Mar 30, 2010	Mar 24, 2011	359	Firm change	Other
NFP ADVISOR SERVICES, LLC	M&I FINANCIAL ADVISORS, INC.	Aug 1, 2008	Sep 18, 2008	48	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
171867:142728:IL:2024-01-08	Jan 8, 2024	Dec 20, 2023	GLENVIEW, IL	Firm change

Relationships

Registered with (7)

→ TOTAL CLARITY WEALTH MANAGEMENT, INCRegistered adviserregistration: current employment
Dec 20, 2023 to presentfactForm ADV
→ CAPITAL POINT FINANCIAL GROUP, LTD.Registered adviserregistration: previous registration
Aug 29, 2018 to Jan 8, 2024factForm ADV
→ HANCOCK WHITNEY INVESTMENT SERVICES INC.Registered adviserregistration: previous registration
Mar 23, 2015 to Jun 8, 2018factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 22, 2011 to Mar 5, 2015factForm ADV
→ M&I INVESTMENT MANAGEMENT CORP.Registered adviserregistration: previous registration
Mar 24, 2011 to Jul 7, 2011factForm ADV
→ M&I FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 18, 2008 to Mar 30, 2010factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jun 12, 2007 to Aug 1, 2008factForm ADV

Dated events

Occurred
Jan 8, 2024
Advisor changed firm
David William Chadwick left Capital Point Financial Group, Ltd. for Total Clarity Wealth Management, Inc (registered 2023-12-20)
Form ADVobserved 6 days ago