Clay Alan Skurdal

Current Employers

Employment History

• 01/2008 → 10/2020
  U.S. Gymnastics Academy
  Eugene, OR
• 04/2013 → Present
  Advisors Ahead Llc
  New York, NY
• 06/2016 → 02/2021
  Fieldpoint Private Securities, Llc
  Greenwich, CT
• 02/2021 → Present
  Riskbridge Advisors, Llc
  New Canaan, CT

Previous Registrations

• 2016-06-27 → 2021-02-17
  Dominari Securities Llc
  Eugene, OR
  New York, NY
• 2014-10-24 → 2016-06-28
  Lebenthal Wealth Advisors, Llc
  Eugene, OR
  New York, NY
• 2014-04-30 → 2014-11-03
  Concert Wealth Management
  San Jose, CA
  Eugene, OR
• 2013-08-16 → 2013-10-21
  Concert Wealth Management
  San Jose, CA
• 2009-06-01 → 2012-11-06
  Morgan Stanley
  Eugene, OR
• 2003-04-23 → 2009-06-01
  Citigroup Global Markets Inc.
  Eugene, OR

Other Businesses

1.) Name: Advisors Ahead LLC; Not investment-related; Address: One Penn Plaza, Suite 6125, New York, NY 10119; Nature of other business: Online digital training service for financial advisors and their staff as well as college students looking to associate with a financial services firm; Position: Executive Vice President; Relationship: Founding Partner; Start date: February 2013; Approximate time commitment: 2-5 hours monthly, outside of securities trading hours; Responsibilities: Ensure systems function properly and speak with vendors from time to time to make sure portals/websites are up to date. 2.) Name: Marist Catholic High School Board of Directors; Not investment-related; Address: 1900 Kingsley Road, Eugene, OR 97405; Nature of the other business: Catholic School in Eugene, Oregon; Position/Title: Board Member; Start date: June 2017; Approximate time commitment: 2 hours monthly, outside of securities trading hours; Responsibilities: Voting member of board of directors and involved in fundraising, but no authority to disperse funds and not on investment committee or otherwise providing any investment advice. 3.) Name: Phi Sigma Kappa Foundation; Investment-related; Address: 2925 East 96th Street, Indianapolis, IN 46240; Nature of other business: Social and Academic Fraternity; Position/Title: Board Member; Start date: February 2021; Approximate time commitment: 4 hours monthly, 1 hour monthly during securities trading hours; Responsibilities: Provide oversight of the Foundation's assets and engage with alumni to build the corpus of the Foundation to be able to provide scholarships to undergraduate brothers.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-07
• S63 Uniform Securities Agent State Law Examination
  1984-02-03