Chadwick Thomas Clarke

Current Employers

Employment History

• 03/2016 → 01/2020
  Larkspur Financial Advisors
  Corte Madera, CA
• 01/2020 → 03/2022
  Alvarado Financial Services
  Napa, CA
• 01/2020 → 01/2024
  Woodbury Financial Services Inc
  Napa, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Napa, CA

Previous Registrations

• 2020-01-22 → 2024-01-19
  Woodbury Financial Services, Inc.
  Napa, CA
• 2018-11-14 → 2020-01-15
  The Strategic Financial Alliance, Inc.
  Larkspur, CA

Other Businesses

1. STANDARD INSURANCE CO. POSITION: AGENT NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2023 ADDRESS: 1100 SW SIXTH AVE., PORTLAND OR 97204-1093, United States DESCRIPTION: FIXED INSURANCE 2. CLARKE FINANCIAL CONSULTING POSITION: President & CEO NATURE: CA S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 1500 Grant Ave., STE 314, Novato CA 94945, United States DESCRIPTION: Selling and servicing Corporate Group Benefits, including Health, Life & Disability policies. 3.NEW ASPECT FINANCIAL SERVICES POSITION: Wealth Advisor & Partner NATURE: CA Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2000 ADDRESS: 1475 4th Street, Napa CA 94559, United States DESCRIPTION: NAFS is a DBA and a marketing part of our business for branding purposes. I don't receive compensation from NAFS.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-08

Other Names

• Chad Thomas Clarke