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210 Electra Drive, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-09 |
| TX | RA | APPROVED | 2021-11-05 |
| MI | RA | APPROVED | 2021-11-02 |
| IL | RA | APPROVED | 2021-10-29 |
| OH | RA | APPROVED | 2021-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Novi | MI | 01/2005 | 10/2021 |
| Guardian Life Insurance Co Of America | Chicago | IL | 08/2008 | 10/2021 |
| Forward Financial Llc | Chicago | IL | 08/2021 | Present |
| Clark Forward, Sole Proprietor | Chicago | IL | 08/2021 | Present |
| Forward Financial Llc | Chicago | IL | 10/2012 | Present |
| Clark Forward, Sole Proprietor | Chicago | IL | 11/2010 | Present |
| Park Avenue Securities Llc | Chicago | IL | 01/2008 | 10/2021 |
1. Clark Forward, Sole Proprietor; Chicago, IL; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 08/2021; Approximately 20 hours per month spent; Approximately 20 hours per month spent during trading hours. 2. Clark Forward, Sole Proprietor; Ann Arbor, MI; Not Investment Related; Landlord; Rental Property; Started 11/2010; Approximately 1 hour per month spent; Approximately 0 hours per month spent during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-02 |
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