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Franklin David Clark

Osaic Wealth, Inc.

Safety Harbor, FL

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14

Branch Locations

404 Main Street, Safety Harbor, FL 34695 • 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
OrganizationCityStateFromTo
Investacorp Miami Lakes FL 01/2003 07/2020
Investacorp Advisory Services, Inc. Miami Lakes FL 01/2003 07/2020
Securities America, Inc. Safety Harbor FL 07/2020 06/2024
Securities America Advisors, Inc. Safety Harbor FL 07/2020 06/2024
Osaic Wealth, Inc. Safety Harbor FL 06/2024 Present
Osaic Wealth, Inc. Safety Harbor FL 06/2024 Present
  • 01/2003 → 07/2020
    Investacorp
    Miami Lakes, FL
  • 01/2003 → 07/2020
    Investacorp Advisory Services, Inc.
    Miami Lakes, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Safety Harbor, FL
  • 07/2020 → 06/2024
    Securities America Advisors, Inc.
    Safety Harbor, FL
  • 06/2024 → Present
    Safety Harbor, FL
  • 06/2024 → Present
    Safety Harbor, FL
Previous Registrations
  • 2020-07-17 → 2024-06-14
    Securities America Advisors, Inc.
    Safety Harbor, FL
  • 2011-12-22 → 2020-07-17
    Investacorp Advisory Services Inc
    Clearwater, FL
    Safety Harbor, FL
  • 2003-01-17 → 2011-12-22
    Investacorp Advisory Services Inc
    Clearwater, FL
  • 2007-06-27 → 2008-09-16
    Cornerstone Investment Services, Inc.
    Trinity, FL
  • 2000-02-07 → 2002-11-21
    Morgan Stanley Dw Inc.
    Tampa, FL
Other Businesses

FRANKLIN CLARK INCORPORATED -NON INVESTMENT RELATED, CONDUCTED FROM 404 MAIN ST SAFETY HARBOR, FL 34696, NATURE OF THE BUSINESS IS INCOME TAX PREPARATION SERVICES,NO TITLE,SOLE OWNER,START DATE OF 2/14/2007, 3 HOURS PER MONTH DURING TRADING HOURS, 5 HOURS PER MONTH AFTER SECURITIES TRADING HOURS, FROM FEBRUARY THROUGH APRIL 15 OF EACH YEAR, 5 HOURS DURING SECURITIES TRADING HOURS AND 5 HOURS PER MONTH AFTER SECURITIES TRADING HOURS, PREPARING INCOME TAXES. FRANKLIN CLARK, INC. POSITION: Owner/President NATURE: Tax preparation and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2007 ADDRESS: 404 Main St, Safety Harbor FL 34695, United States DESCRIPTION: Preparation of personal and simple corporate tax returns, along with basic accounting, data entry, and payroll calculation services. DBA - Franklin Clark, Inc. FRANKLIN CLARK, INC. POSITION: Owner NATURE: Real Estate Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 404 Main St, Safety Harbor FL 34695, United States DESCRIPTION: I collect rent for office space inside the building I own.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-10
S63 Uniform Securities Agent State Law Examination 1998-07-24
  • S65 Uniform Investment Adviser Law Examination
    1998-08-10
  • S63 Uniform Securities Agent State Law Examination
    1998-07-24

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