Byron Daniel Clark

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 12/2016
  United Planners' Financial Services
  Scottsdale, AZ
• 08/2010 → 09/2019
  Cross Financial Services Corp
  San Antonio, TX
• 09/2019 → Present
  Pensionmark Financial Group, Llc Dba/Wealthpath
  Santa Barbara, CA

Previous Registrations

• 2017-03-02 → 2019-09-13
  Financial Life Advisors
  San Antonio, TX
• 2011-07-08 → 2018-11-09
  Financial Life Advisors
  San Antonio, TX

Other Businesses

1. Sundance Trading, LLC; Non-Investment Related; 847 E. Ashby Pl. #622, San Antonio, TX 78212; Amazon online retailer focused on beauty products.; Partner; 5 hours per month; 0 hours during trading hours; Administrative & Book Keeping

Exams

• S66 Uniform Combined State Law Examination
  2011-06-02
• S63 Uniform Securities Agent State Law Examination
  1997-05-05

Other Names

• Dan Clark
• Daniel Clark