James Milton Clark

Current Employers

Employment History

• 09/2005 → 12/2017
  Belleair Asset Management, Inc.
  Belleair Bluffs, FL
• 01/2009 → 12/2017
  Home Income Tax Service Inc.
  Belleair Bluffs, FL
• 05/2013 → 12/2017
  Ipi Wealth Management, Inc
  Decatur, IL
• 05/2013 → 12/2017
  Investment Planners Inc
  Decatur, IL
• 10/2017 → Present
  Belleair Asset Management, Llc
  Belleair Bluffs, FL
• 10/2017 → Present
  Belleair Tax Consultants
  Belleair Bluffs, FL

Previous Registrations

• 2013-05-08 → 2017-12-31
  Ipi Wealth Management, Inc.
  Belleair Bluffs, FL
  Decatur, IL
• 2006-03-29 → 2013-09-26
  Belleair Asset Management, Inc
  Belleair Bluffs, FL

Other Businesses

1-BELLEAIR TAX CONSULTANTS; NOT INVESTMENT RELATED; 261 INDIAN ROCKS RD N, BELLEAIR BLUFFS, FL 33770; INCOME TAX PREPARATION/PLANNING; PRESIDENT AND 100% OWNER BEGINNING 10/2017; PRIMARILY OPERATED DURING TAX SEASON 2/1-4/15 DURING WHICH APPROX 30 HOURS PER WEEK SPENT INCLUDING 20 HRS PER WEEK DURING SECURITIES TRADING HOURS. 2) ROTARY CLUB OF CLEARWATER CHARITIES, INC.; NON-INVESTMENT RELATED; ONE COUNTRY CLUB LANE, BELLEAIR, FL 33756; TREASURER; BEGINNING JANUARY 2019; DEVOTES 5-10 HOURS PER MONTH TO THIS POSITION MOST OF WHICH ARE NOT DURING SECURITIES TRADING HOURS. DUTIES INCLUDE RECONCILING BANK STATEMENTS, ISSUING BOARD AUTHORIZED CHECKS TO CHARITIES, REPORTING FINANCIAL INFORMATION TO BOARD. POSITION IS UNPAID.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-10
• S63 Uniform Securities Agent State Law Examination
  1996-10-10

Designations

Other Names

• Jim Clark