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Harrison Bertram Clark

Blue Financial

Charlotte, NC

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Current Employers
Blue Financial

5970 Fairview Road, Suite 400, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-06
  • NC RA
    APPROVED
    Since 2026-04-06

Branch Locations

5970 Fairview Road, Suite 400, Charlotte, NC 28210 • 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
Federal Deposit Insurance Corporation Dallas MS 06/2023 06/2024
Ubs Financial Services Charlotte NC 09/2024 03/2026
Student Starkville MS 08/2007 04/2024
Blue Financial Charlotte NC 04/2026 Present
  • 06/2023 → 06/2024
    Federal Deposit Insurance Corporation
    Dallas, MS
  • 09/2024 → 03/2026
    Ubs Financial Services
    Charlotte, NC
  • 08/2007 → 04/2024
    Student
    Starkville, MS
  • 04/2026 → Present
    Blue Financial
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
  • S66 Uniform Combined State Law Examination
    2024-08-05
Other Names
  • Harry Bertram Clark

View on SEC IAPD

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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
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ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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