CLEARLOGIC FINANCIAL, INC.
CRD #133114 SEC #801-63619 RESTON, VA 703-476-3521
SEC Registered
Total AUM
$425.2M
Discretionary
$383.5M
Employees
8
Clients
101
Accounts
930
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 5, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MURPHY, STEPHANIE, SCREEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHY, STEPHANIE, SCREEN | I | FINANCIAL PLANNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHY, STEPHANIE, SCREEN | I | FINANCIAL PLANNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHY, STEPHANIE, SCREEN | I | FINANCIAL PLANNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHY, STEPHANIE, SCREEN | I | FINANCIAL PLANNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| MURPHY, STEPHANIE, SCREEN | I | FINANCIAL PLANNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| TICKNOR, JOEL, DAVID | I | CHAIRMAN | NA | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT & CCO | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, SAMUEL, MARK | I | PRESIDENT | E | Control |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| ATHERTON, DOROTHY, CONNOR | I | OFFICER | C | |
| LOSER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOSER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOSER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOSER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOSER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOSER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOSER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOSER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOZER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOZER, KEVIN, BRUCE | I | PRINCIPAL | B | Control |
| LOZER, KEVIN, BRUCE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | B | Control |
| LOZER, KEVIN, BRUCE | I | PRINCIPAL | B | Control |
Registrations
Federal
IA
Feb 5, 2024 REGISTERED
Notice Filings (7)
CA DC FL MD NC TX VA
Address
11107 SUNSET HILLS ROADSUITE 220
RESTON, VA 20190
United States
Phone: 703-476-3521