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Inactive

Katherine L Dick

Clark & Stuart Inc

South Hamilton, MA

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Current Employers
Clark & Stuart Inc

1945 Congress Street Building A, Portland, ME 04102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-29
MA RA APPROVED 2025-07-25
CT RA APPROVED 2025-07-02
ME RA APPROVED 2025-07-02
NH RA APPROVED 2025-07-02
TX RA APPROVED_RES 2025-05-19
  • FL RA
    APPROVED
    Since 2025-07-29
  • MA RA
    APPROVED
    Since 2025-07-25
  • CT RA
    APPROVED
    Since 2025-07-02
  • ME RA
    APPROVED
    Since 2025-07-02
  • NH RA
    APPROVED
    Since 2025-07-02
  • TX RA
    APPROVED_RES
    Since 2025-05-19

Branch Locations

203 Willow Street, South Hamilton, MA 01982 • 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
Clark & Stuart, Inc. Hamilton MA 01/2025 Present
Mba Builders Wakefield MA 01/2023 11/2024
Kld Management (Self Employed) Medford MA 01/2022 12/2022
Jumpstart For Young Children Boston MA 10/2016 12/2021
Nativity Preparatory School Of Boston Boston MA 10/2014 09/2016
  • 01/2025 → Present
    Clark & Stuart, Inc.
    Hamilton, MA
  • 01/2023 → 11/2024
    Mba Builders
    Wakefield, MA
  • 01/2022 → 12/2022
    Kld Management (Self Employed)
    Medford, MA
  • 10/2016 → 12/2021
    Jumpstart For Young Children
    Boston, MA
  • 10/2014 → 09/2016
    Nativity Preparatory School Of Boston
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-02
  • S65 Uniform Investment Adviser Law Examination
    2025-07-02

View on SEC IAPD

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Other Offices

EDWARD JONES · South Hamilton, MA
LPL FINANCIAL LLC · SOUTH HAMILTON, MA
ARETE WEALTH ADVISORS, LLC · Wenham, MA
FAMILY PARTNERS CAPITAL, LLC · HAMILTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEVERLY, MA
TD PRIVATE CLIENT WEALTH LLC · Beverly, MA
PARK STATE ASSET MANAGEMENT LLC · BEVERLY, MA
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