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Advisor at TOTAL CLARITY WEALTH MANAGEMENT, INC
ST. CHARLES, IL | Hollis, NH
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 |
|---|---|---|---|---|---|---|
| TOTAL CLARITY WEALTH MANAGEMENT, INC | Independent wealth | May 5, 2021 | n/a | yes | Hollis, NH|ST. CHARLES, IL | Current employment |
| KOVITZ INVESTMENT GROUP, LLC | Former SEC adviser | Sep 17, 2003 | Dec 31, 2005 | no | CHICAGO, IL | Previous registration |
| ROTHSCHILD INVESTMENT | Independent wealth | Aug 29, 2001 | Jan 2, 2004 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP, LLC | TOTAL CLARITY WEALTH MANAGEMENT, INC | Dec 31, 2005 | May 5, 2021 | 5,604 | Firm change after gap | Other |
| ROTHSCHILD INVESTMENT | KOVITZ INVESTMENT GROUP, LLC | Jan 2, 2004 | Sep 17, 2003 | -107 | Firm change after gap | Other |