James Henry Clark

Current Employers

Employment History

• 01/1976 → Present
  Lincoln Natinal Sales Corp
  Bala Cynwyd, PA
• 03/1985 → Present
  State Mutual Companies
  Radnor, PA
• 01/1994 → Present
  Leonard & Cantrill
  Narberth, PA
• 08/1998 → 02/2018
  Sii Investments, Inc.
  Rosemont, PA
• 02/2018 → Present
  Lpl Financial Llc
  Bryn Mawr, PA
• 02/2018 → Present
  Private Advisor Group, Llc
  Bryn Mawr, PA

Previous Registrations

• 2010-01-13 → 2018-02-15
  Sii Investments, Inc.
  Rosemont, PA
  Rosemont, PA
  Cherry Hill, NJ
• 2007-05-31 → 2010-02-03
  Haddon Financial Group, Inc.
  Marlton, NJ

Other Businesses

1. 02/14/2018 - CANTRILL CLARK, INC. - Investment Related - Non-Variable Insurance - VP/LICENSED AGENT - P&C, Life, Disability and Long-Term Care. 2. 02/14/2018 - STONEDAM ASSET MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 5/24/2018 - Private Advisor Group LLC - DBA: (Hybrid) Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 02/15/2018 - 120 Hours Per Month/26 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 5/24/2018. I expect to spend approximately 120 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 12/14/2021 - No Business Name - Investment Related - Home Based and Naples FL 34109 - Real Estate Rental - Start Date: 08/24/2015 - 0 Hours Per Month/0 Hours During Securities Trading - Joint owner with spouse of residential rental property held for investment. 5. 1/18/2022 - Private Advisor Group - DBA: (Hybrid) Stonedam Asset Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 02/21/2018 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 11/16/2022 - Spindle Point LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 09/30/2022 - 5 Hours Per Month/5 Hours During Securities Trading. 7. 3/9/2023 - Private Advisor Group - DBA: ) Stonedam Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 03/01/2023 - 160 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. - 8. 3/31/2023 - Stonedam Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023 - 0 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-06
• S63 Uniform Securities Agent State Law Examination
  1984-04-10

Designations

Other Names

• James H Clark