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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-23 |
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Saint Cloud, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 10/2018 |
| Iron Mountain | Boston | MA | 05/2016 | 01/2018 |
| All Around, Inc. | Chapel Hill | NC | 03/2015 | Present |
| Nthrive | Alpharetta | GA | 11/2018 | 09/2019 |
| Allstate Insurance Company | Lumberton | NC | 12/2020 | 08/2023 |
| Harbor Light, Llc | Lumberton | NC | 12/2020 | Present |
| All Around, Inc. | Chapel Hill | NC | 03/2015 | Present |
| Vital Records Control | Chapel Hill | NC | 09/2021 | Present |
| Portfolio Medics | Bonita Springs | FL | 09/2025 | Present |
Mr. Clark has the following Outside Business Activities; Senior VP at Vital Records Control, a records management and information scanning business. In this role Mr. Clark provides administrative and management services for the firm. He spends approximately 40 hours a week during market and non-market hours in this endeavor. Owner of Harbor Light LLC, a personal investment firm that maintains Mr. Clarks personal investments. He spends approximately 5 hours a month in this activity. President All Around Inc. This business is a company for other personal investments of Mr. Clark including real estate investments and textile restoration. All Around Inc, Fayetteville, a real estate holding company where he maintains property. He spends approximately 5 hours a month during market and non-market hours on this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-01 |
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