Richard Collins Clark

Current Employers

Employment History

• 12/2011 → 06/2024
  Penn Mutual Life Ins Co
  Horsham, PA
• 12/2011 → 06/2024
  Hornor Townsend & Kent Inc
  Horsham, PA
• 12/2011 → 10/2024
  Pillar Wealth Advisors, Llc
  Conshohocken, PA
• 06/2024 → Present
  Lpl Financial Llc
  Berwyn, PA
• 06/2024 → Present
  Jacobi Capital Management, Llc
  Berwyn, PA

Previous Registrations

• 2011-12-09 → 2024-10-31
  Pillar Wealth Advisors, Llc
  Wilmington, DE
  West Chester, PA
  Conshohocken, PA
  Chalfont, PA
  West Chester, PA
  Wilmington, DE
• 2011-12-08 → 2013-09-26
  Hornor, Townsend & Kent, Llc
  Wilmington, DE
  Conshohocken, PA
  Wilmington, DE
  Wilmington, DE
  Conshohocken, PA
• 2008-06-06 → 2011-12-08
  Cetera Wealth Services, Llc
  King Of Prussia, PA
  Wilmington, DE
• 2009-04-08 → 2010-07-14
  Advisornet Wealth Partners
  Minnetonka, MN
• 2005-11-03 → 2008-06-04
  Principal Securities, Inc.
  Wilmington, DE
  Wilmington, DE

Other Businesses

1) 05/28/2024 - Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 80 Hours per month. 2) 05/28/2024 - Non-Variable Insurance - Selling: Life, Health, Disability, Long Term Care, Fixed Annuities - PA 19428 - Investment related - 80 Hours per month - Start date: 12/11/2011. 3) 05/28/2024 - Starr Tours - Outside/W-2 Employment - part time CFO - Trenton, NJ - Non investment related - 8 Hours per month - Start date: 10/1/2020. 4) 07/19/2024 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 86 Hours Per Month/ During Trading 5) 07/19/2024 - Jacobi Capital Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 86 Hours Per Month/ During Trading - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 86 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 11/11/2024 - Pillar Wealth Advisors LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 11/06/2024 - 2 Hours Per Month/ 0 Hours During Trading 7) 06/11/2026 - N10RM, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - West Chester, PA - Start Date 06/01/2026 - 20 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-09-12

Designations

Other Names

• Rick Collins Clark