Best Investors Account Sign in
Inactive

Thomas Clark

Altitude Capital Management LLC

Charlotte, NC

Des Moines, IA

Claim This Profile
Current Employers
Altitude Capital Management Llc

2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-16
  • NC RA
    APPROVED
    Since 2025-01-16

Branch Locations

3540 Toringdon Way Suite 200, Charlotte, NC 28277 • United States

2015 Grand Avenue Suite 100, Des Moines, IA 50312 • 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
Liberty Mutual Insurance Katy TX 11/2018 09/2019
Clark Agency Houston TX 02/2012 11/2018
Horace Mann Companies Springfield IL 09/2019 12/2019
Horance Mann Investors, Inc. Springfield IL 09/2019 12/2019
Clark Agency Houston TX 12/2019 09/2024
Altitude Capital Management Llc De Moines IA 09/2024 Present
  • 11/2018 → 09/2019
    Liberty Mutual Insurance
    Katy, TX
  • 02/2012 → 11/2018
    Clark Agency
    Houston, TX
  • 09/2019 → 12/2019
    Horace Mann Companies
    Springfield, IL
  • 09/2019 → 12/2019
    Horance Mann Investors, Inc.
    Springfield, IL
  • 12/2019 → 09/2024
    Clark Agency
    Houston, TX
  • 09/2024 → Present
    Altitude Capital Management Llc
    De Moines, IA
Other Businesses

INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-27
S63 Uniform Securities Agent State Law Examination 2008-05-14
  • S65 Uniform Investment Adviser Law Examination
    2024-11-27
  • S63 Uniform Securities Agent State Law Examination
    2008-05-14
Other Names
  • Thomas Clark
  • Thomas Dwayne Clark

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor