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Steven Wayne Clark

Clark Financial Planning Services LLC

Parkland, FL

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Current Employers
Clark Financial Planning Services Llc

Parkland, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-03
FL RA APPROVED 2025-01-09
  • TX RA
    APPROVED_RES
    Since 2025-02-03
  • FL RA
    APPROVED
    Since 2025-01-09

Branch Locations

Parkland, FL • 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
OrganizationCityStateFromTo
Clark Financial Planning Services Llc Parkland FL 06/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-28
  • S65 Uniform Investment Adviser Law Examination
    2014-05-28
Designations
Other Names
  • Steven W. Clark
  • Steve Clark
  • Steven Clark

View on SEC IAPD

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