AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RC

Richard H. Clark

Some features on this profile are disabled
CRD#: 1033954
RC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Hugh Clark, who also goes by Rick Clark, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1982. Richard had worked at 10 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick Clark

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 12, 2013 - December 19, 2019

KALOS CAPITAL, INC.

BD
CRD#: 44337
RESTON, VA
Past

September 14, 2009 - August 12, 2013

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
RESTON, VA
Past

August 14, 2007 - October 21, 2009

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
RESTON, VA
Past

February 21, 2007 - June 27, 2007

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
VIENNA, VA
Past

October 24, 2005 - February 21, 2007

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
VIENNA, VA
Past

February 19, 2002 - October 24, 2005

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
WASHINGTON, PA
Past

March 21, 1994 - February 19, 2002

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

March 9, 1992 - March 25, 1994

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

January 5, 1984 - February 18, 1992

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

April 6, 1983 - July 1, 1983

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

March 16, 1982 - June 23, 1983

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/4/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KC
KALOS CAPITAL, INC.
KALOS CAPITAL, INC.

CRD#: 44337 / SEC#: , 8-50630

BD
Terminated by SEC on 12/03/2022
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 09/26/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
KALOS FINANCIAL, INC.OWNER
WILDERMUTH, CAROL JEANCEO, CFO, CCO1555730

Disclosures


Regulatory Event3
Financial1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KALOS CAPITAL, INC.

CRD#: 44337

TRUST BUT VERIFY

Monitor Richard Clark

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics