Rachael Yvonne Clark

Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2008 → 02/2017
  M&T Bank
  Williamsport, PA
• 10/2008 → 02/2017
  M&T Securities
  Williamsport, PA
• 02/2017 → 05/2018
  Jersey Shore State Bank
  Jersey Shore, PA
• 05/2018 → 04/2021
  Psecu
  Harrisburg, PA
• 04/2021 → 06/2026
  C&N Bank
  Williamsport, PA
• 06/2026 → Present
  Kintra Wealth, Llc
  Williamsport, PA

Previous Registrations

• 2016-06-30 → 2017-02-17
  M&T Securities, Inc.
  Avis, PA
  Williamsport, PA
  Mill Hall, PA
  Williamsport, PA
  Williamsport, PA
  Williamsport, PA
  Spring Grove, PA
  Williamsport, PA
  Williamsport, PA
  Lock Haven, PA
  Mill Hall, PA
  Montoursville, PA

Other Businesses

Via Lin, LLC dba Every Event & Tent - Partner/Non-Managing. Hospitality & Event Company related. Rental company providing tents, tables, chairs, etc. Non-investment related. March 2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-01
• S63 Uniform Securities Agent State Law Examination
  2008-12-06

Other Names

• Rachael Heaton
• Rachael Heaton
• Rachael Yvonne Heaton