Clark Allen Wilson

Employer firm

Wilson, Clark Allen CRD 121925

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Periodicals / newsletters
Security ratings or pricing

From the firm’s Form ADV. Read the guides:

Current Employers

Wilson, Clark Allen

San Clemente, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-01-17

CA RA
APPROVED

Since 2024-01-17

Branch Locations

San Clemente, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Clarke Wilson Capital Management	Laguna Niguel	CA	11/2002	Present
R. W. Towt & Associates	San Diego	CA	03/2009	Present

11/2002 → Present

Clarke Wilson Capital Management

Laguna Niguel, CA
03/2009 → Present

R. W. Towt & Associates

San Diego, CA

Previous Registrations

2009-03-03 → 2012-10-16

R.W. Towt & Associates

San Diego, CA

Laguna Niguel, CA

Other Businesses

Mortgage Loan Originator

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-06-01
S63	Uniform Securities Agent State Law Examination	1993-06-07

S66 Uniform Combined State Law Examination

2002-06-01
S63 Uniform Securities Agent State Law Examination

1993-06-07

Other Names

Clarke Wilson

View on SEC IAPD