Philip James Clark

Current Employers

Employment History

• 01/2014 → 04/2018
  Raymond James Financial Services, Inc.
  St.PEtersburg, FL
• 05/2016 → 04/2018
  Bayboro Wealth Management, Llc
  St. Petersburg, FL
• 07/2016 → 04/2018
  Ra Clark Enterprises
  St. Petersburg, FL
• 01/2018 → 04/2018
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 01/2018 → 04/2018
  Bayboro Tax Planning
  St. Petersburg, FL
• 04/2018 → 08/2024
  Krost Cpas
  Palm Harbor, FL
• 04/2018 → 10/2019
  1St Global Capital Corp
  Pasadena, CA
• 04/2018 → 10/2019
  1St Global Advisors Inc.
  Pasadena, CA
• 04/2018 → 10/2023
  Avantax Insurance Services, Inc.
  Palm Harbor, FL
• 10/2019 → 10/2023
  Avantax Advisory Services
  Palm Harbor, FL
• 10/2019 → 10/2023
  Avantax Investment Services, Inc.
  Palm Harbor, FL
• 12/2019 → 10/2023
  Avantax Insurance Agency, Llc
  Palm Harbor, FL
• 10/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2024 → Present
  Clark Wealth Planning
  Clearwater, FL

Previous Registrations

• 2019-10-25 → 2023-11-03
  Avantax Advisory Services
  Pasadena, CA
  Los Angeles, CA
  Palm Harbor, FL
  Woodland Hills, CA
• 2018-04-04 → 2019-10-25
  1St Global Advisors Inc
  Pasadena, CA
• 2018-01-12 → 2018-04-05
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
  St. Petersburg, FL
• 2014-01-14 → 2017-12-22
  Spc Financial Inc
  Rockville, MD
• 2009-09-10 → 2014-01-14
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Other Businesses

1) NAME OF OTHER BUSINESS: CLARK WEALTH PLANNING, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3) NAME OF OTHER BUSINESS: FLORIDA 2026, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: NON-PROFIT, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: TREASURER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: GENERALLY OVERSIGHT AND REVIEW OF CONTRIBUTIONS AND EXPENDITURES;

Exams

• S66 Uniform Combined State Law Examination
  2009-09-01
• S63 Uniform Securities Agent State Law Examination
  2006-08-22

Designations

Other Names

• Philip Sames Clark