Clark Milton Forster

Current Employers

Employment History

• 04/1986 → Present
  Cfa Insurance
  Peru, NY
• 01/2006 → 06/2024
  Cadaret, Grant & Co., Inc.
  Peru, NY
• 06/2024 → Present
  Osaic Wealth Inc
  Peru, NY

Previous Registrations

• 2021-05-04 → 2024-06-20
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
  Syracuse, NY
  Peru, NY
  Syracuse, NY
  Syracuse, NY

Other Businesses

1) CFA INSURANCE AGENCY LLC, PERU, NY, START 1992, INVESTMENT RELATED, OWNER/SOLE PROPRIETOR, PRESIDENT, INDEPENDENT INSURANCE AGENT, 200 HRS MONTHLY, SELL PROPERTY AND CASUALTY, HOME, AUTO, COMMERCIAL & EMPLOYEE BENEFITS INSURANCE PRODUCTS WITH VARIOUS COMPANIES. 2) ADIRONDACK RENTAL OPPORTUNTIES INC, PERU, NY, NON-INVESTMENT RELATED, OWNER, PRESIDENT, START 1993, 6-10 HRS MONTHLY, 0 HRS DURING TRADING, MANAGE THE PROPERTIES. 14 CHASM ROAD, AUSABLE CHASM, NY, OWNER, BEGINNING 9/2018 RENTAL OF 2 APARTMENTS, RENTAL INCOME, 2 HRS PER MONTH. 704 Bear Swamp Road personally owned single family house being rented beginning in July 2024. Rental income,2 hours per month. 3) CFA INSURANCE AGENCY, LLC POSITION: Sole Member/President NATURE: Clark is the Sole member of the LLC which is using the corporate filing. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 05/01/1998 ADDRESS: 686 Bear Swamp Road, PO Box 965, Peru NY 12972, United States DESCRIPTION: I am a licensed insurance broker and have two full time employees who work in this line of business. I provide oversite, contractual responsibility and advisory services as a licensed insurance broker. 4) ADIRONDACK RENTAL OPPORTUNITIES, INC. POSITION: President NATURE: The corporation owns three properties that are rented to tenants. One of the three locations (686 Bear Swamp Road) has, as one of the tenants, CFA Insurance Agency, LLC, which is a separate entity owned by Clark Forster. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 03/01/1999 ADDRESS: 14 Chasm Road, AuSable Chasm NY 12944, United States DESCRIPTION: Property maintenance and process accounting duties and necessary paperwork for the rental of apartments and commercial office space.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-17