Jeremy Scott Clark

Current Employers

Employment History

• 04/2010 → Present
  Capital Analysts Incorporated
  Cincinnati, OH
• 06/2012 → Present
  Lincoln Investment
  Cleveland, OH
• 07/2015 → Present
  Beacon Financial Advisory Llc
  Cleveland, OH
• 10/2023 → 06/2024
  Securities America Inc
  Mayfield Heights, OH
• 10/2023 → Present
  Arbor Point Advisors
  Mayfield Heights, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2023-10-04 → 2024-11-08
  Arbor Point Advisors
  Mayfield Heights, OH
• 2015-07-01 → 2023-10-09
  Beacon Financial Advisory Llc
  Cleveland, OH
• 2012-06-05 → 2023-10-05
  Capital Analysts
  Cleveland, OH
• 2012-06-01 → 2015-07-20
  Lincoln Investment
  Cleveland, OH
• 2010-04-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cleveland, OH
• 2009-09-08 → 2010-05-21
  Sanders Morris Llc
  Beachwood, OH
• 2008-08-11 → 2009-08-20
  Nrp Advisors, Inc.
  Cleveland, OH
• 2006-02-03 → 2008-08-11
  Girard Securities, Inc.
  Cleveland, OH
• 2000-07-07 → 2006-02-02
  Lpl Financial Llc
  Cleveland, OH

Other Businesses

1) ARBOR GROUP ADVISORS POSITION: agent NATURE: Licensed Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2023 ADDRESS: 5900 Landerbrook Drive Suite 205, Mayfield Heights OH 44124 DESCRIPTION: Sale of variable annuities 2) INSURANCE POSITION: agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/03/2023 ADDRESS: 5900 Landerbrook Drive, Suite 205, Mayfield Heights OH 44124 DESCRIPTION: insurance 3) ARBOR POINT ADVISORS POSITION: adviser NATURE: Investment Adviser Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/01/2023 ADDRESS: 5900 Landerbrook Drive Suite 205, Mayfield Heights OH 44124 DESCRIPTION: Investment Adviser Representative charging advisory fees for qualified retirement plan services and advisory services 4) GREATER CLEVELAND SPORTS HALL OF FAME POSITION: Member - Board of Directors NATURE: Board Member of Non-profit (Greater Cleveland Sports Hall of Fame) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 2001 Crocker Rd., Suite 510, Cleveland OH 44022 DESCRIPTION: I will serve as a Member on the Board of Directors

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-08
• S63 Uniform Securities Agent State Law Examination
  1998-04-28