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Daniel Clark

Solidarity Wealth, LLC

Lehi, UT

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Current Employers
Solidarity Wealth, Llc

3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-03-18
  • UT RA
    APPROVED
    Since 2022-03-18

Branch Locations

3600 N Outlet Parkway Suite 200, Lehi, UT 84048 • 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
Wells Fargo Advisors, Llc. Park City UT 05/2012 11/2016
Wells Fargo Bank Na Park City UT 05/2010 07/2021
Wells Fargo Clearing Services, Llc Park City UT 11/2016 07/2021
Kera Capital San Jose CA 08/2021 03/2022
Solidarity Wealth, Llc Lehi UT 03/2022 Present
M. S. Howells & Co. Scottsdale AZ 04/2022 11/2022
  • 05/2012 → 11/2016
    Wells Fargo Advisors, Llc.
    Park City, UT
  • 05/2010 → 07/2021
    Wells Fargo Bank Na
    Park City, UT
  • 11/2016 → 07/2021
    Wells Fargo Clearing Services, Llc
    Park City, UT
  • 08/2021 → 03/2022
    Kera Capital
    San Jose, CA
  • 03/2022 → Present
    Solidarity Wealth, Llc
    Lehi, UT
  • 04/2022 → 11/2022
    M. S. Howells & Co.
    Scottsdale, AZ
Previous Registrations
Other Businesses

MAY 2013; PREP, PARK CITY, UT; NON-INVESTMENT RELATED; LIMITED PARTNER; NO DUTIES; PASSIVE INVESTMENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-31
S63 Uniform Securities Agent State Law Examination 2012-07-11
  • S65 Uniform Investment Adviser Law Examination
    2012-07-31
  • S63 Uniform Securities Agent State Law Examination
    2012-07-11
Other Names
  • Daniel Philip Clark

View on SEC IAPD

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