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Shane K Clark

International Asset Management

San Mateo, CA

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Current Employers
International Asset Management

411 Borel Avenue Suite 502, San Mateo, CA 94402 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-07-29
  • CA RA
    APPROVED
    Since 2020-07-29

Branch Locations

411 Borel Avenue Suite 502, San Mateo, CA 94402 • 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
Fresh Minds Consulting London 12/2015 10/2016
Cross Border Planning Brussels 10/2016 01/2017
Odyssey Wealth Llc Sevilla 01/2017 Present
Individual Asset Management, Inc. Menlo Park CA 07/2020 Present
  • 12/2015 → 10/2016
    Fresh Minds Consulting
    London
  • 10/2016 → 01/2017
    Cross Border Planning
    Brussels
  • 01/2017 → Present
    Odyssey Wealth Llc
    Sevilla
  • 07/2020 → Present
    Individual Asset Management, Inc.
    Menlo Park, CA
Other Businesses

Odyssey Wealth, 01/2017 to Present, Investment Advisor Representative/Chief Compliance Officer

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-29
  • S65 Uniform Investment Adviser Law Examination
    2020-07-29

View on SEC IAPD

Other Firms

NEWFRONT RETIREMENT SERVICES, INC.
ESO MANAGEMENT SERVICES LLC
FARMERS ASSET MANAGEMENT, LLC
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
FISHER INVESTMENTS
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MARCOS D PASTRANA
DEAN ALAN BECKER
SCOTT BARTLETT MCCLOSKEY
ABIY FISSEHA
CHRISTIAN MICHAEL BRETZ
CHRISTOPHER JAMES CALL
CLAY DEAN WILLIAM STAFFORD
Jacob Daly

Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA

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