DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TOTAL CLARITY WEALTH MANAGEMENT, INC
DOWNERS GROVE, IL | Arlington Heights, IL | ORLAND PARK, IL | ST. CHARLES, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HIGHPOINT PLANNING PARTNERS | Independent wealth | Aug 6, 2026 | n/a | yes | DOWNERS GROVE, IL|ORLAND PARK, IL | Current employment |
| TOTAL CLARITY WEALTH MANAGEMENT, INC | Independent wealth | Dec 18, 2023 | n/a | yes | Arlington Heights, IL|ST. CHARLES, IL | Current employment |
| CAPITAL POINT FINANCIAL GROUP, LTD. | Former SEC adviser | Jan 27, 2022 | Jan 8, 2024 | no | GLENVIEW, IL | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Dec 4, 2020 | Aug 20, 2021 | no | INDIANAPOLIS, IN|Naperville, IL|Naperville, IL | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Dec 7, 2019 | Sep 21, 2020 | no | ORLAND PARK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL POINT FINANCIAL GROUP, LTD. | TOTAL CLARITY WEALTH MANAGEMENT, INC | Jan 8, 2024 | Dec 18, 2023 | -21 | Firm change | RIA to RIA |
| ONEAMERICA SECURITIES, INC. | CAPITAL POINT FINANCIAL GROUP, LTD. | Aug 20, 2021 | Jan 27, 2022 | 160 | Firm change | Ibd to RIA |
| AVANTAX ADVISORY SERVICES | ONEAMERICA SECURITIES, INC. | Sep 21, 2020 | Dec 4, 2020 | 74 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171867:142728:IL:2024-01-08 | Jan 8, 2024 | Dec 18, 2023 | GLENVIEW, IL | Firm change |