Robert John Clark

Employer firm

Prosperitas Financial, LLC CRD 315768

$812M regulatory AUM

Reported services (Item 5G)

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

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  Prosperitas Financial, Llc
  Valencia, CA
• 02/2020 → Present
  Pgt
  Valencia, CA
• 04/2013 → 02/2020
  Petersen International
  Valencia, CA

Other Businesses

1. PGT; Investment-related; 2400 Dallas Pkwy Plano, TX 75043; Insurance; Sales; Start 02/17/2020; 160 hrs/month; 100 during securities trading hours; Support employee benefits brokers with individual insurance for executives.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-21