Denita Renee Clark

Employer firm

The Financial Architects Wealth Management LLC CRD 315743

$928.0K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 09/2007 → 06/2019
  World Financial Group, Inc.
  Anaheim, CA
• 01/2016 → Present
  Covered California, California Health Exchange
  Sacramento, CA
• 12/2015 → 06/2019
  Transamerica Financial Advisors, Inc.
  Anaheim, CA
• 05/2019 → Present
  Denita Clark Sole Proprietor Dba The Financial Architects
  Chino Hills, CA
• 11/2019 → Present
  The Financial Architects Wealth Management Llc
  Chino Hills, CA
• 06/2021 → 04/2022
  Gradient Securities, Llc
  Arden Hills, MN
• 07/2021 → Present
  The Financial Architects Wealth Management Llc
  Chino Hills, CA

Previous Registrations

• 2020-01-22 → 2021-11-18
  The Financial Architects Wealth Management Llc
  Chino, CA
• 2016-01-27 → 2019-06-04
  Transamerica Financial Advisors, Llc
  Corona, CA
  Riverside, CA
• 2004-03-05 → 2005-09-09
  Lpl Financial Llc
  Riverside, CA
• 2001-08-29 → 2003-07-11
  Cuna Brokerage Services, Inc.
  Moreno Valley, CA

Other Businesses

1. Denita Clark Sole Proprietor DBA The Financial Architects; Investment Related; 2140 Grand Avenue, Suite 240, Chino Hills, CA 91709; Insurance Agency; Owner/Insurance Agent; 05/2019; 40 Hours per month; 40 during securities trading hours; sales of insurance. 2. Covered California; Investment Related; 2140 Grand Avenue, Suite 240, Chino Hills, CA 91709; Insurance Agency; Insurance Agent; 01/2016; 10 hours per month; 2 hours during securities trading hours; sales of health insurance.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-27
• S63 Uniform Securities Agent State Law Examination
  2000-08-07

Other Names

• Denita Renee Brooks