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Neal Todd Heslor

Clark Asset Management, LLC

Ontario, NY

Stratham, NH

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Current Employers
Clark Asset Management, Llc

Stratham, NH • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-02
  • NY RA
    APPROVED
    Since 2024-01-02

Branch Locations

Ontario, NY • United States

Stratham, NH • 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
Tompkins Trust Co Pittsford NY 07/2005 02/2017
Cobblestone Capital Advisors, Llc Rochester NY 03/2017 07/2023
Unemployed Rochester NY 07/2023 11/2023
Clark Asset Management, Llc Stratham NH 12/2023 Present
  • 07/2005 → 02/2017
    Tompkins Trust Co
    Pittsford, NY
  • 03/2017 → 07/2023
    Cobblestone Capital Advisors, Llc
    Rochester, NY
  • 07/2023 → 11/2023
    Unemployed
    Rochester, NY
  • 12/2023 → Present
    Clark Asset Management, Llc
    Stratham, NH
Previous Registrations
  • 2021-05-07 → 2023-07-18
    Cobblestone Capital Advisors, Llc
    Rochester, NY
  • 2014-05-28 → 2017-04-03
    Lpl Financial Llc
    Pittsford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-07
  • S66 Uniform Combined State Law Examination
    2008-10-07
Other Names
  • Neal Heslor

View on SEC IAPD

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