Brian Matthew Clark

Current Employers

Cross Financial Advisors

11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2017-06-29

OR RA
APPROVED

Since 2017-06-29

Branch Locations

11600 Sw Shilo Lane Suite 100, Portland, OR 97225 • United States

11600 Sw Shilo Land Suite 100, Portland, OR 97225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Portland	OR	04/2009	Present
Cross Financial Advisors, Llc	Portland	OR	05/2017	Present

04/2009 → Present

Lpl Financial Llc

Portland, OR
05/2017 → Present

Cross Financial Advisors, Llc

Portland, OR

Previous Registrations

2008-05-20 → 2009-03-26

Banc Of America Investment Services, Inc.

Portland, OR

Other Businesses

1. 7/7/2009: CLARK WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 10/13/2014: SCAPPOOSE SCHOOL DISTRICT - Not Investment Related - 33700 SE HIGH SCHOOL WAY, SCAPPOOSE, OR 97056 - OUTSIDE/W-2 EMPLOYMENT - JV Football coach - START 10/01/2014 - 40 Hours Per Month/0 Hours During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-05-19
S63	Uniform Securities Agent State Law Examination	2003-04-28

S66 Uniform Combined State Law Examination

2008-05-19
S63 Uniform Securities Agent State Law Examination

2003-04-28

View on SEC IAPD