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Dakota Lee Clark

Clark Private Wealth, LLC

Miami, FL

CRD 6875810

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Employer firm

Clark Private Wealth, LLC CRD 319333

$8.50M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Clark Private Wealth, Llc

801 S. Miami Avenue Unit 2103, Miami, FL 33130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2022-08-11
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2022-08-11

Branch Locations

801 S. Miami Avenue Unit 2103, Miami, FL 33130 • 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
Axa Advisors, Llc New York NY 11/2017 12/2019
Picasso Exotic Aquatics Leawood KS 07/2010 09/2017
Edward Jones St.LOuis MO 02/2020 02/2022
Clark Private Wealth, Llc Miami FL 03/2022 Present
  • 11/2017 → 12/2019
    Axa Advisors, Llc
    New York, NY
  • 07/2010 → 09/2017
    Picasso Exotic Aquatics
    Leawood, KS
  • 02/2020 → 02/2022
    Edward Jones
    St.LOuis, MO
  • 03/2022 → Present
    Clark Private Wealth, Llc
    Miami, FL
Previous Registrations
Other Businesses

Licensed insurance professional; same address; not investment-related; less than 10% of time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-09
  • S66 Uniform Combined State Law Examination
    2018-10-09
Other Names
  • Dakota Clark
  • Dakota Clark
  • Dakota L Clark
  • Dakota Lee Clark

View on SEC IAPD

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Nearby Offices

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