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Debra A. Conlon

CRD#: 3094812
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DC
Debra Ann Conlon

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Debra Ann Conlon, who also goes by Debra Ann Patterson, was a registered financial professional .

Debra is a previously registered financial professional and started their career in finance in 1998. Debra had worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Debra Ann Patterson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 14, 2013 - July 16, 2013

CLARITY CAPITAL MANAGEMENT, INC.

RIA
CRD#: 146897
WEST DES MOINES, IA
Past

May 24, 2007 - May 1, 2020

CLARITY ASSET MANAGEMENT, INC.

RIA
CRD#: 115699
AMES, IA
Past

September 16, 1998 - May 13, 1999

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/23/2007
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


CC
CLARITY CAPITAL MANAGEMENT, INC.
CLARITY CAPITAL MANAGEMENT, INC. | CLARITY WEALTH ADVISORS

CRD#: 146897 / SEC#: 801-71845

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Contact information


Main Address
2001 Westown Parkway Suite 110, West Des Moines, IA 50265
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 031513 (3/20/2013)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLARITY CAPITAL MANAGEMENT, INC.

CRD#: 146897

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