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CLARITY CROSS BORDER PLANNING

EDMONTON, ALBERTA, Canada · CRD 337443 · IAPD ↗ · claritycrossborder.com · 1-800-914-6577

$0Regulatory AUM
1Advisory reps
1Employees
80Clients
51-100Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

37
April 2026 — CLARITY CROSS BORDER PLANNING reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
August 2025 — CLARITY CROSS BORDER PLANNING (EDMONTON, ALBERTA, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.