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Clark Douglas Buchanan

Succession Financial, Inc

Mckinney, TX

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Current Employers
Succession Financial, Inc

300 E. Davis Street Ste. 152, Mckinney, TX 75069 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-24
  • TX RA
    APPROVED
    Since 2026-08-24

Branch Locations

300 E. Davis Street Ste. 152, Mckinney, TX 75069 • 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
Moss, Luse & Womble, Llc Plano TX 08/2020 08/2026
Dallas Baptist University Dallas TX 01/2017 08/2020
Dallas Baptist University Dallas TX 06/2016 12/2016
Succession Financial, Inc Mckinney TX 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-05
  • S65 Uniform Investment Adviser Law Examination
    2023-09-05
Designations
Other Names
  • Clark D Buchanan

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · MCKINNEY, TX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MCKINNEY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MCKINNEY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · McKinney, TX
LPL FINANCIAL LLC · MCKINNEY, TX

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