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Detailed Report
MELISSA ELLEN WALSH
MELISSA ELLEN BRADLEY
CRD#: 5546872
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Investment Adviser
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Previous Broker
CLARITY FINANCIAL DESIGNCRD#: 316258 205 N ORANGE AVE
SUITE 306
SARASOTA, FL 34236
Registration History
20082010201220142016201820202022202420262 FIRMS2014 - 2017 (3 years)IACLARITY FINANCIAL DESIGN (CRD# 316258)2021 - Present (3 years)BPIONEER FUNDS DISTRIBUTOR, INC. (CRD# 24497)2012 - 2014 (1 year)BCOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)2008 - 2012 (4 years)IAALLEGIANT PRIVATE ADVISORS, LLC (CRD# 309649)2020 - 2021 (<1 year)IACOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)2018 - 2020 (2 years)IAPIONEER INSTITUTIONAL ASSET MA... (CRD# 138756)2013 - 2014 (1 year)IACOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)2011 - 2012 (1 year)
License(s)

State Registrations

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Florida 9/23/2021
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Texas 1/26/2022
Current Registration(s)
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CLARITY FINANCIAL DESIGN (CRD#:316258)
205 N ORANGE AVE SUITE 306, SARASOTA, FL 34236
941 West Morse Blvd. Suite 100, Winter Park, FL 32789
Registered with this firm since 9/23/2021
Previous Registration(s)
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 10/12/2020 - 07/29/2021 ALLEGIANT PRIVATE ADVISORS, LLC (CRD#:309649) SARASOTA, FL
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 01/18/2018 - 09/28/2020 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) Sarasota, FL
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 05/27/2014 - 09/07/2017 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) DEDHAM, MA
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 05/21/2014 - 09/07/2017 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) DEDHAM, MA
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 01/04/2013 - 05/08/2014 PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. (CRD#:138756) BOSTON, MA
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 12/20/2012 - 05/08/2014 PIONEER FUNDS DISTRIBUTOR, INC. (CRD#:24497) BOSTON, MA
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 02/01/2011 - 12/06/2012 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) WALTHAM, MA
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 10/22/2008 - 12/06/2012 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) WALTHAM, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.