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24941 Dana Point Harbor Drive Suite C210, Dana Point, CA 92629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2013-12-02 |
| TX | RA | APPROVED_RES | 2012-10-04 |
| CA | RA | APPROVED | 2012-10-01 |
Branch Locations
24941 Dana Point Harbor Drive Suite C210, Dana Point, CA 92629 • 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 |
|---|---|---|---|---|
| The Clark Group Asset Management | Dana Point | CA | 11/2005 | Present |
1) PACHIRA INVESTMENTS, INC. DBA THE CLARK GROUP ASSET MANAGEMENT; INVESTMENT RELATED; 24941 DANA POINT HARBOR DR. STE. C210 DANA POINT, CA 92629; RIA; PRESIDENT; START DATE: 11/2005; APPROX 160 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-10 |
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