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Stratham, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
Palmetto, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 09/2011 | 03/2018 |
| Charles Schwab & Co., Inc. | St. Petersburg | FL | 04/2019 | 07/2025 |
| Charles Schwab & Co., Inc. | St. Petersburg | FL | 03/2018 | 04/2019 |
| Clark Asset Management, Llc | Stratham | NH | 09/2025 | Present |
Musician; START DATE 01/01/2018; St. Petersburg, FL; Musical performances for entertainment at a variety of venues for compensation; Generally less than 3 hours a month; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-08 |
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