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Advisor at CLARITY WEALTH MANAGEMENT, L.L.C.
GILBERT, AZ
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 |
|---|---|---|---|---|---|---|
| CLARITY WEALTH MANAGEMENT, L.L.C. | Independent wealth | Nov 8, 2016 | n/a | yes | GILBERT, AZ | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 31, 2008 | Aug 24, 2021 | no | MESA, AZ|SAN DIEGO, CA|GILBERT, AZ | Previous registration |
| CLARITY FINANCIAL PLANNING, P.C. | n/a | Apr 11, 2007 | Dec 10, 2008 | no | MESA, AZ | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 27, 2006 | Jul 31, 2008 | no | MESA, AZ|MESA, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | CLARITY WEALTH MANAGEMENT, L.L.C. | Aug 24, 2021 | Nov 8, 2016 | -1,750 | Firm change after gap | Ibd to RIA |
| CLARITY FINANCIAL PLANNING, P.C. | LPL FINANCIAL LLC | Dec 10, 2008 | Jul 31, 2008 | -132 | Firm change after gap | Other |
| CETERA INVESTMENT ADVISERS LLC | CLARITY FINANCIAL PLANNING, P.C. | Jul 31, 2008 | Apr 11, 2007 | -477 | Firm change after gap | Other |