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AC

Angelica C. Clark

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CRD#: 1262141
AC

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.

Angelica Chulos Clark, who also goes by Angie Clark, was a registered financial professional .

Angelica is a previously registered financial professional and started their career in finance in 1984. Angelica had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Angie 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

December 4, 2009 - December 3, 2013

MFD DISTRIBUTOR, LLC

BD
CRD#: 44930
MADISON, WI
Past

November 22, 2005 - December 31, 2007

MFD DISTRIBUTOR, LLC

BD
CRD#: 44930
SCOTTSDALE, AZ
Past

March 7, 2003 - October 27, 2005

ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC

RIA
CRD#: 108057
STAMFORD, CT
Past

May 4, 2001 - December 31, 2003

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY
Past

March 27, 1991 - May 15, 2001

OCC DISTRIBUTORS LLC

BD
CRD#: 18541
NEW YORK, NY
Past

April 11, 1988 - April 29, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

May 22, 1984 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

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
IAR
Series 65
Date: 2/22/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


MD
MFD DISTRIBUTOR, LLC
ARTISAN INVESTMENT SERVICES, LLC | MOSAIC FUNDS DISTRIBUTOR, LLC | MFD DISTRIBUTOR, LLC | ARTISAN SECURITIES, LLC

CRD#: 44930 / SEC#: , 8-50894

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
550 Science Drive, Madison, WI 53711
Mailing Address
550 Science Drive, Madison, WI 53711
Phone number
(608) 274-0300
Established
Wisconsin since 12/19/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
MADISON INVESTMENT HOLDINGS, INC.OWNER
CARL, STEVEN ALLANCHIEF EXECUTIVE OFFICER & CHIEF BUSINESS DEVELOPMENT OFFICER2749848
MCDOWELL, TIMOTHY IANCHIEF COMPLIANCE OFFICER, PRINCIPAL OPERATIONS OFFICER, PRINCIPAL FINANCIAL OFFICER3260925

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


MFD DISTRIBUTOR, LLC

CRD#: 44930

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