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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-16 |
| TX | RA | APPROVED | 2023-10-16 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
1 Overlook Point #141, Lincolnshire, IL 60069 • United States
Austin, TX • United States
1010 Ranch Rd S 620 Suite 225, Lakeway, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Northbrook | IL | 02/2012 | 10/2023 |
| Kestra Investment Services Llc. | Lincolnshire | IL | 10/2023 | Present |
| Kestra Advisory Sevices, Llc | Lincolnshire | IL | 10/2023 | Present |
Business Name: C.A. CLARK WEALTH MANAGEMENT POSITION: President NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/18/2023 ADDRESS: One Overlook Point Suite 141, Lincolnshire IL 60069 DESCRIPTION: Manage client investment accounts through Kestra Financial. Business Name: C.A. CLARK WEALTH MANAGEMENT POSITION: President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/18/2023 ADDRESS: One Overlook Point Suite 141, Lincolnshire IL 60069 DESCRIPTION: Manage investment accounts with investment advisory services through Kestra Advisory services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-18 |
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