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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-21 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 05/2016 | 06/2023 |
| Knights Of Columbus | Severna Park | MD | 02/2011 | 03/2017 |
| Blue Duck Wealth Management | Severna Park | MD | 10/2016 | 11/2016 |
| Bfc Planning, Inc. | Ponte Vedra | FL | 06/2023 | Present |
1. Clark Wealth Management LLC- Y- Ponte Vedra, FL- Insurance Agent- 05/2016- 0-0- Earning commissions through the sales of insurance products. 2. Clark Wealth Management LLC- Y- Ponte Vedra, FL- IAR- 05/2016- 160- 7- DBA for investment advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-05 |
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