Sean Austin Clark

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-02-12
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

Apex, NC • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
University Of North Carolina Wilmington, Campus Recreation	Wilmington	NC	09/2016	05/2019
University Of North Carolina Wilmington	Wilmington	NC	07/2018	05/2019
Autoxcel Corporation	Wilmington	NC	07/2019	04/2020
University Of North Carolina Wilmington	Full Time Student	NC	08/2015	05/2019
Valic Financial Advisors, Inc.	Greensboro	NC	06/2020	03/2023
Agia	Houston	TX	12/2022	03/2023
Fidelity Investments	Pasadena	CA	03/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2016 → 05/2019

University Of North Carolina Wilmington, Campus Recreation

Wilmington, NC
07/2018 → 05/2019

University Of North Carolina Wilmington

Wilmington, NC
07/2019 → 04/2020

Autoxcel Corporation

Wilmington, NC
08/2015 → 05/2019

University Of North Carolina Wilmington

Full Time Student, NC
06/2020 → 03/2023

Valic Financial Advisors, Inc.

Greensboro, NC
12/2022 → 03/2023

Agia

Houston, TX
03/2023 → Present

Fidelity Investments

Pasadena, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-27

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