Mark Ray Clark

Current Employers

Employment History

• 04/1994 → 12/2019
  Self Employed
  Bradenton, FL
• 04/2015 → 12/2019
  Wealth Planning And Design Llc
  Sarasota, FL
• 06/2019 → 12/2019
  Wealth Planning And Design Llc
  Sarasota, FL
• 12/2019 → 03/2022
  Legacy Financial Advisors, Inc
  Covington, KY
• 06/2022 → Present
  Prestige Advisors, Inc.
  Lakewood Ranch, FL
• 08/2017 → Present
  Prestige Planning Inc.
  Lakewood Ranch, FL

Previous Registrations

• 2020-01-24 → 2022-03-08
  Legacy Financial Advisors, Inc.
  Lakewood Ranch, FL
• 2015-12-17 → 2019-12-12
  Wealth Planning And Design Llc
  Sarasota, FL
• 2015-03-05 → 2016-03-28
  Nepsis Advisor Services, Inc.
  Sarasota, FL
• 2012-04-13 → 2015-08-04
  Nepsis, Inc.
  Bradenton, FL
  Minneapolis, MN
• 2010-03-04 → 2010-06-21
  Girard Securities, Inc.
  Sarasota, FL
  Boca Raton, FL
• 2003-10-08 → 2010-03-11
  Qa3 Financial Llc
  Sarasota, FL
  Omaha, NE
  Sarasota, FL

Other Businesses

Prestige Planning, LLC; non-investment-related; 6311 Atrium Dr Suite 206, Lakewood Ranch FL 34202; Risk Management Agency - Fixed Insurance, Property & Casualty; Managing Member; August 1, 2017; approx. 80% of my time is spent on fixed insurance planning. Lakewood Ranch Community Foundation; non-investment-related; 2820 Manatee Ave West, Bradenton FL 34205; Donor Advised Fund that grants money to local 501(c)(3) organizations; Advisory Board Member responsible for reviewing and approving grant applications; October 1, 2021; approx. 2hrs/month.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-24
• S65 Uniform Investment Adviser Law Examination
  2003-07-14

Designations

Other Names

• Mark R Clark