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Advisor at CLEARVIEW WEALTH SOLUTIONS, LLC
PLAINFIELD, IL | BARRINGTON, IL | GLEN ELLYN, IL | CHICAGO, IL | Plainfield, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| REBELLION ASSET MANAGEMENT, LLC | State registered | Mar 24, 2021 | n/a | yes | Plainfield, IL|CHICAGO, IL | Current employment |
| LAUREATE WEALTH MANAGEMENT, LLC | Independent wealth | Sep 22, 2014 | n/a | yes | PLAINFIELD, IL|GLEN ELLYN, IL | Current employment |
| CLEARVIEW WEALTH SOLUTIONS, LLC | State registered | Sep 16, 2014 | n/a | yes | BARRINGTON, IL|Plainfield, IL | Current employment |
| RPR FINANCIAL | Independent wealth | Mar 25, 2022 | Jan 2, 2025 | no | Plainfield, IL|OVERLAND PARK, KS | Previous registration |
| REBELLION CAPITAL ADVISORS, LLC | n/a | Mar 11, 2021 | Jan 5, 2026 | no | Plainfield, IL | Previous registration |
| CARTER FINANCIAL GROUP, INC. | Independent wealth | Sep 11, 2019 | Feb 6, 2020 | no | BARRINGTON, IL | Previous registration |
| OAKSTONE FINANCIAL MANAGEMENT, LLC | n/a | Jan 16, 2019 | Feb 21, 2019 | no | GAHANNA, OH | Previous registration |
| FLINT WEALTH MANAGEMENT, LLC | n/a | May 29, 2018 | Nov 11, 2019 | no | PLAINFIELD, IL | Previous registration |
| HILLTOP WEALTH & TAX SOLUTIONS | Independent wealth | Jan 2, 2018 | May 21, 2018 | no | MISHAWAKA, IN | Previous registration |
| VERACITY WEALTH MANAGEMENT LLC | State registered | Nov 17, 2017 | Jul 31, 2018 | no | OAKBROOK TERRACE, IL | Previous registration |
| JYH, LLC | n/a | Mar 15, 2017 | Nov 15, 2019 | no | PLAINFIELD, IL | Previous registration |
| BROADWATER ADVISORS, LLC | n/a | Feb 8, 2017 | Jul 31, 2018 | no | PLAINFIELD, IL | Previous registration |
| HARBOR WEALTH MANAGEMENT, LLC | Former SEC adviser | Jan 5, 2017 | Jan 25, 2024 | no | plainfield, IL|GREEN BAY, WI | Previous registration |
| EMBERHOUSE, LLC | State registered | Jan 3, 2017 | Feb 14, 2017 | no | CHICAGO, IL | Previous registration |
| STONEBRIDGE WEALTH MANAGEMENT LLC | Independent wealth | Nov 7, 2016 | Aug 6, 2018 | no | OAK BROOK, IL | Previous registration |
| RECON CAPITAL | Former SEC adviser | Oct 7, 2016 | Mar 8, 2018 | no | Plainfield, IL|STAMFORD, CT | Previous registration |
| STEVARD LLC | Former SEC adviser | Sep 13, 2016 | Nov 28, 2023 | no | CHICAGO, IL|Plainfield, IL | Previous registration |
| STEVARD LLC | Former SEC adviser | Sep 13, 2016 | Dec 31, 2016 | no | CHICAGO, IL | Previous registration |
| VIRTUE ASSET MANAGEMENT LLC | Independent wealth | May 25, 2016 | Jan 25, 2024 | no | plainfield, IL|BARRINGTON, IL | Previous registration |
| QSV EQUITY INVESTORS LLC | Former SEC adviser | Apr 1, 2016 | Dec 31, 2016 | no | NAPERVILLE, IL | Previous registration |
| BOWER HILL CAPITAL MANAGEMENT LLC | Former SEC adviser | Jan 27, 2016 | Oct 30, 2018 | no | plainfield, IL|PRESTO, PA | Previous registration |
| SWS PARTNERS, LLC | Independent wealth | Oct 15, 2015 | Dec 31, 2016 | no | COLUMBUS, OH | Previous registration |
| ORCHARD CAPITAL MANAGEMENT, LLC | Other adviser | Aug 25, 2015 | Jan 25, 2024 | no | PLAINFIELD, IL|CHICAGO, IL | Previous registration |
| Betafrontier | n/a | Sep 19, 2014 | Sep 22, 2014 | no | PLAINFIELD, IL|CHICAGO, IL | Previous registration |
| 83RD ST. WEALTH MANAGEMENT, LLC | n/a | Sep 15, 2014 | May 28, 2025 | no | SOUTH BARRINGTON, IL | Previous registration |
| LEFT BRAIN WEALTH MANAGEMENT, LLC | Independent wealth | Apr 21, 2014 | Jan 25, 2024 | no | NAPERVILLE, IL|Plainfield, IL | Previous registration |
| ACORN WEALTH ADVISORS, LLC | Independent wealth | Feb 27, 2014 | Jan 25, 2024 | no | GRAND BLANC, MI | Previous registration |
| WEALTHSTAR ADVISORS, LLC | Independent wealth | Jan 30, 2014 | Oct 6, 2014 | no | PLAINFIELD, IL|PLANO, TX | Previous registration |
| VITAL WEALTH MANAGEMENT, LLC | Independent wealth | Jan 13, 2014 | Jan 25, 2024 | no | PLAINFIELD, IL|ROSEMONT, IL | Previous registration |
| TETLEY INVESTMENTS, LLC | Independent wealth | Sep 9, 2013 | Jan 25, 2024 | no | PLAINFIELD, IL|PARK RIDGE, IL | Previous registration |
| U.S. FINANCIAL ADVISORS | Former SEC adviser | Jan 25, 2013 | Jan 29, 2021 | no | WILMINGTON, DE | Previous registration |
| PREMISE CAPITAL, LLC | Former SEC adviser | Apr 24, 2012 | May 31, 2023 | no | AURORA, IL|Plainfield, IL | Previous registration |
| BRIDGEPORTFOLIO, INC. | n/a | Apr 19, 2012 | Dec 31, 2021 | no | CHICAGO, IL | Previous registration |
| ROTHSCHILD WEALTH LLC | Independent wealth | Apr 18, 2012 | Jan 25, 2024 | no | OAKBROOK, IL|Plainfield, IL | Previous registration |
| ROTHSCHILD WEALTH LLC | Independent wealth | Apr 18, 2012 | Dec 31, 2017 | no | OAKBROOK, IL | Previous registration |
| POEHLING CAPITAL MANAGEMENT, INC. | Independent wealth | Apr 3, 2012 | Mar 30, 2023 | no | MADISON, WI | Previous registration |
| HERITAGE CAPITAL MANAGEMENT INC | Former SEC adviser | Dec 2, 2011 | Nov 9, 2012 | no | EVERGREEN, CO | Previous registration |
| CLEMENT STREET CAPITAL LLC | Independent wealth | Dec 1, 2011 | Jan 20, 2012 | no | DOWNERS GROVE, IL | Previous registration |
| CENTERPOINT WEALTH MANAGEMENT, LLC | Former SEC adviser | Nov 28, 2011 | Jan 25, 2024 | no | ZIONSVILLE, IN|Plainfield, IL | Previous registration |
| FIVE STAR CAPITAL ADVISORS, LLC | n/a | Sep 15, 2011 | Mar 27, 2014 | no | BELLEVUE, WA | Previous registration |
| STUDIO INVESTMENT MANAGEMENT | Independent wealth | Jul 21, 2011 | Sep 7, 2011 | no | CHICAGO, IL | Previous registration |
| HARBOR WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 9, 2011 | Dec 31, 2016 | no | PLAINFIELD, IL|GREEN BAY, WI | Previous registration |
| AHM ASSET MANAGEMENT, LLC | Former SEC adviser | May 23, 2011 | Dec 31, 2014 | no | ST LOUIS, MO | Previous registration |
| RISLEY CAPITAL MANAGEMENT LLC | Independent wealth | May 11, 2011 | Jul 13, 2011 | no | ELLISVILLE, MO | Previous registration |
| CLEAR PERSPECTIVE ADVISORS, LLC | Former SEC adviser | Apr 26, 2011 | Dec 31, 2016 | no | AURORA, IL | Previous registration |
| PIERSHALE FINANCIAL GROUP, INC. | Former SEC adviser | Apr 4, 2011 | Jan 17, 2012 | no | BARRINGTON, IL | Previous registration |
| CLA FINANCIAL ADVISORS, LLC | Former SEC adviser | Mar 8, 2011 | Mar 23, 2017 | no | NORTHBROOK, IL|PLAINFIELD, IL | Previous registration |
| AVOCET CAPITAL MANAGEMENT LLC | Independent wealth | Mar 7, 2011 | Jan 25, 2024 | no | NORTHBROOK, IL | Previous registration |
| Pactolus | Independent wealth | Jan 29, 2011 | Feb 22, 2021 | no | PLAINFIELD, IL|VIENNA, VA | Previous registration |
| FUSION CAPITAL, LLC | Independent wealth | Sep 20, 2010 | Jan 25, 2024 | no | PLAINFIELD, IL|MT. PLEASANT, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| REBELLION CAPITAL ADVISORS, LLC | REBELLION ASSET MANAGEMENT, LLC | Jan 5, 2026 | Mar 24, 2021 | -1,748 | Firm change after gap | Other |
| 83RD ST. WEALTH MANAGEMENT, LLC | CLEARVIEW WEALTH SOLUTIONS, LLC | May 28, 2025 | Sep 16, 2014 | -3,907 | Firm change after gap | Other |
| RPR FINANCIAL | n/a | Jan 2, 2025 | n/a | n/a | Departure no registered destination | Departure |
| FUSION CAPITAL, LLC | Pactolus | Jan 25, 2024 | Jan 29, 2011 | -4,744 | Firm change after gap | Other |
| VIRTUE ASSET MANAGEMENT LLC | STEVARD LLC | Jan 25, 2024 | Sep 13, 2016 | -2,690 | Firm change after gap | Other |
| ORCHARD CAPITAL MANAGEMENT, LLC | SWS PARTNERS, LLC | Jan 25, 2024 | Oct 15, 2015 | -3,024 | Firm change after gap | Other |
| ACORN WEALTH ADVISORS, LLC | LEFT BRAIN WEALTH MANAGEMENT, LLC | Jan 25, 2024 | Apr 21, 2014 | -3,566 | Firm change after gap | RIA to RIA |
| LEFT BRAIN WEALTH MANAGEMENT, LLC | 83RD ST. WEALTH MANAGEMENT, LLC | Jan 25, 2024 | Sep 15, 2014 | -3,419 | Firm change after gap | Other |
| TETLEY INVESTMENTS, LLC | VITAL WEALTH MANAGEMENT, LLC | Jan 25, 2024 | Jan 13, 2014 | -3,664 | Firm change after gap | Other |
| ROTHSCHILD WEALTH LLC | BRIDGEPORTFOLIO, INC. | Jan 25, 2024 | Apr 19, 2012 | -4,298 | Firm change after gap | Other |
| VITAL WEALTH MANAGEMENT, LLC | WEALTHSTAR ADVISORS, LLC | Jan 25, 2024 | Jan 30, 2014 | -3,647 | Firm change after gap | Other |
| AVOCET CAPITAL MANAGEMENT LLC | CLA FINANCIAL ADVISORS, LLC | Jan 25, 2024 | Mar 8, 2011 | -4,706 | Firm change after gap | Other |
| HARBOR WEALTH MANAGEMENT, LLC | BROADWATER ADVISORS, LLC | Jan 25, 2024 | Feb 8, 2017 | -2,542 | Firm change after gap | Other |
| CENTERPOINT WEALTH MANAGEMENT, LLC | CLEMENT STREET CAPITAL LLC | Jan 25, 2024 | Dec 1, 2011 | -4,438 | Firm change after gap | RIA to RIA |
| CORNERSTONE FINANCIAL PLANNING, INC. | SOUTHERN WEALTH MANAGEMENT LLP | Dec 13, 2023 | Mar 9, 2010 | -5,027 | Firm change after gap | Other |
| STEVARD LLC | RECON CAPITAL | Nov 28, 2023 | Oct 7, 2016 | -2,608 | Firm change after gap | Other |
| SOUTHERN WEALTH MANAGEMENT LLP | ENCOMPASS WEALTH MANAGEMENT LLC | Oct 25, 2023 | Mar 18, 2010 | -4,969 | Firm change after gap | RIA to state RIA |
| PREMISE CAPITAL, LLC | U.S. FINANCIAL ADVISORS | May 31, 2023 | Jan 25, 2013 | -3,778 | Firm change after gap | Other |
| POEHLING CAPITAL MANAGEMENT, INC. | ROTHSCHILD WEALTH LLC | Mar 30, 2023 | Apr 18, 2012 | -3,998 | Firm change after gap | Other |
| BRIDGEPORTFOLIO, INC. | PREMISE CAPITAL, LLC | Dec 31, 2021 | Apr 24, 2012 | -3,538 | Firm change after gap | Other |
| Pactolus | AVOCET CAPITAL MANAGEMENT LLC | Feb 22, 2021 | Mar 7, 2011 | -3,640 | Firm change after gap | RIA to RIA |
| U.S. FINANCIAL ADVISORS | TETLEY INVESTMENTS, LLC | Jan 29, 2021 | Sep 9, 2013 | -2,699 | Firm change after gap | RIA to RIA |
| PROVIDENCE WEALTH ADVISORS, LLC | HARBOR WEALTH MANAGEMENT, LLC | Dec 2, 2020 | May 4, 2010 | -3,865 | Firm change after gap | Other |
| CARTER FINANCIAL GROUP, INC. | REBELLION CAPITAL ADVISORS, LLC | Feb 6, 2020 | Mar 11, 2021 | 399 | Firm change | Other |
| JYH, LLC | VERACITY WEALTH MANAGEMENT LLC | Nov 15, 2019 | Nov 17, 2017 | -728 | Firm change after gap | Other |
| FLINT WEALTH MANAGEMENT, LLC | OAKSTONE FINANCIAL MANAGEMENT, LLC | Nov 11, 2019 | Jan 16, 2019 | -299 | Firm change after gap | Other |
| OAKSTONE FINANCIAL MANAGEMENT, LLC | CARTER FINANCIAL GROUP, INC. | Feb 21, 2019 | Sep 11, 2019 | 202 | Firm change | Other |
| DLS CAPITAL MANAGEMENT LLC | CORNERSTONE FINANCIAL PLANNING, INC. | Dec 31, 2018 | Oct 26, 2009 | -3,353 | Firm change after gap | Other |
| BOWER HILL CAPITAL MANAGEMENT LLC | QSV EQUITY INVESTORS LLC | Oct 30, 2018 | Apr 1, 2016 | -942 | Firm change after gap | Other |
| STONEBRIDGE WEALTH MANAGEMENT LLC | EMBERHOUSE, LLC | Aug 6, 2018 | Jan 3, 2017 | -580 | Firm change after gap | RIA to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282679:282209:IL:2026-01-02 | Jan 5, 2026 | Mar 24, 2021 | PLAINFIELD, IL | Firm change after gap |