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Advisor at CLEAR WEALTH MANAGEMENT
LYNNWOOD, WA
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 |
|---|---|---|---|---|---|---|
| CLEAR WEALTH MANAGEMENT | State registered | Aug 17, 2017 | n/a | yes | LYNNWOOD, WA | Current employment |
| NORTHWEST ASSET MANAGEMENT | Independent wealth | Oct 8, 2015 | Oct 2, 2017 | no | MERCER ISLAND, WA|Lynnwood, WA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Aug 27, 2010 | Oct 8, 2015 | no | JACKSONVILLE, FL|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWEST ASSET MANAGEMENT | CLEAR WEALTH MANAGEMENT | Oct 2, 2017 | Aug 17, 2017 | -46 | Firm change after gap | Other |
| STRATEGIC ADVISERS LLC | NORTHWEST ASSET MANAGEMENT | Oct 8, 2015 | Oct 8, 2015 | 0 | Firm change | Other |