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1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-04-01 |
Branch Locations
1984 Isaac Newton Sq. W Suite 203, Reston, VA 20190 • 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 |
|---|---|---|---|---|
| Kalos Capital | Alpharetta | GA | 02/2014 | 09/2022 |
| Kalos Management | Alpharetta | GA | 06/2014 | 03/2020 |
| Clark & Associates, Inc. Financial Solutions | Reston | VA | 05/2008 | Present |
| Brighter Financial Capital Management, Llc | Reston | VA | 10/2019 | Present |
| Mlc Clark Family Llc | Reston | VA | 12/2018 | Present |
| Clark/Barbour Asset Strategy Partners | Reston | VA | 10/2017 | 04/2019 |
| Madison Avenue Securities | San Diego | CA | 09/2022 | Present |
1). CLARK & ASSOCIATES, INC. FINANCIAL SOLUTIONS; POSITION: CEO/OWNER; NATURE: S CORP INVESTMENT RELATED: YES, NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 100 START DATE: 05/2008 ADDRESS: 1984 Isaac Newton Square W., Suite 203, Reston VA 20190; DESCRIPTION: INSURANCE AGENT AND HANDLE OUR BOOKS AND PAYROLL. 2). BRIGHTER FINANCIAL FUTURE, LLC.; POSITION: OWNER NATURE: REAL ESTATE OWNERSHIP INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/23/2018. ADDRESS: 1984 Isaac Newton Square W., Suite 203, Reston VA 20190, United States; DESCRIPTION: Act as Leasee to Clark & Associates, Inc. Financial Solutions on office condo 3). BRIGHTER FINANCIAL CAPITAL MANAGEMENT LLC: NATURE: REGISTERED INVESTMENT ADVISOR FIRM: POSITION; OWNER AND INVESTMENT ADVISER REPRESENTATIVE; INVESTMENT RELATED: YES, NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 100: DATE 02/17/2014: ADDRESS 1984 Isaac Newton Square W., Suite 203, Reston VA 20190. 4). AE MEDICARE SOLUTIONS; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: REFERRAL TO MEDICARE PARTNER; POSITION: REFERRALS; HOURS PER WEEK: LESS THAN 1; START DATE: TBD. 5). Madison Ave; San Diego, CA; Investment Related; Registered Representative; Sale of Broker/Dealer Products; Started 10/2022 Approximately 5 hours spent per month; Approximately 2 hours spent during securities trading hours. 6). NAME: FAIRWAY EXECUTIVE CENTER CONDO BOARD; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: MANAGES OUR OFFICE CONDO; POSITION: TREASURER; HOURS PER WEEK: LESS THAN 1 HOUR; START DATE: 1/1/2025;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-09 |
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