David Stephen Clark

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-07-02

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wilmington	DE	10/2016	07/2018
The Conference Group	Newark	DE	03/2014	10/2016
Purshe Kaplan Sterling Investments	Albany	NY	04/2019	12/2023
Brandywine Oak Private Wealth	Kennett Square	PA	07/2018	01/2024
M Holdings Securities, Inc.	Portland	OR	02/2024	06/2025
Perspective Financial Group, An Alera Group Company	Berwyn	PA	01/2024	06/2025
Wick Capital Partners, Llc	Radnor	PA	07/2025	Present

10/2016 → 07/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE
03/2014 → 10/2016

The Conference Group

Newark, DE
04/2019 → 12/2023

Purshe Kaplan Sterling Investments

Albany, NY
07/2018 → 01/2024

Brandywine Oak Private Wealth

Kennett Square, PA
02/2024 → 06/2025

M Holdings Securities, Inc.

Portland, OR
01/2024 → 06/2025

Perspective Financial Group, An Alera Group Company

Berwyn, PA
07/2025 → Present

Wick Capital Partners, Llc

Radnor, PA

2024-02-08 → 2025-07-01

M Holdings Securities, Inc.

Berwyn, PA

Wilmington, DE

Portland, OR
2017-05-09 → 2018-07-31

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilmington, DE

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-08

Other Firms