Carol A Clark

Employer firm

Oncenter Financial Advisors LLC CRD 168013

$54.6M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Oncenter Financial Advisors Llc

400 Park Avenue Suite 409, Beachwood, OH 44122 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2015-10-08
OH	RA	APPROVED	2013-07-23

FL RA
APPROVED

Since 2015-10-08
OH RA
APPROVED

Since 2013-07-23

Branch Locations

400 Park Avenue Suite 409, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Oncenter Financial Advisors Llc	Beachwood	OH	04/2013	Present

04/2013 → Present

Oncenter Financial Advisors Llc

Beachwood, OH

Other Businesses

1) SEASONAL RENTAL REAL ESTATE PROPERTY; INVESTMENT RELATED; 25 PASQUANEY SHORES DR, BRISTOL, NH 03222; REAL ESTATE; MANAGER; SINCE 04/2024; 63 HOURS A MONTH MOSTLY AFTER HOURS AND WEEKENDS DURING THE SUMMER; 0 DURING TRADING HOURS; MANAGE THE RENTAL ACTIVITY OF SEASONAL RENTAL PROPERTIES