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RC

Rodney J. Clark

STILLPOINT CAPITAL
TAMPA, FL 33609
Some features on this profile are disabled
CRD#: 2692760
RC

Professional summary

Rodney James Clark is a registered financial professional currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida.

Rodney is registered as a RR (Registered Representative) and started their career in finance in 1997. Rodney has worked at 8 firms and has passed the Series 63, Series 82TO, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Rodney James Clark's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

June 9, 2016 - Present

STILLPOINT CAPITAL, LLC

Office #1: 4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
BD
CRD#: 133146
TAMPA, FL
Past

February 8, 2011 - June 7, 2013

CANACCORD GENUITY LLC

BD
CRD#: 1020
SAN FRANCISCO, CA
Past

March 27, 2008 - January 20, 2011

PRESIDIO MERCHANT PARTNERS LLC

BD
CRD#: 46473
DENVER, CO
Past

April 5, 2005 - March 5, 2008

PIPER SANDLER & CO.

BD
CRD#: 665
SAN FRANCISCO, CA
Past

August 19, 2003 - March 17, 2005

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 2, 2000 - April 2, 2003

THOMAS WEISEL PARTNERS LLC

BD
CRD#: 46237
SAN FRANCISCO, CA
Past

October 1, 1997 - January 5, 1999

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY
Past

August 12, 1997 - October 1, 1997

MONTGOMERY SECURITIES

BD
CRD#: 4357
SAN FRANCISCO, CA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/21/2022)
RR
California
(11/1/2016)
RR
Colorado
(6/17/2021)
RR
Connecticut
(9/21/2022)
RR
Delaware
(9/21/2022)
RR
District of Columbia
(9/21/2022)
RR
Florida
(9/21/2022)
RR
Hawaii
(6/12/2019)
RR
Illinois
(4/22/2021)
RR
Massachusetts
(4/22/2021)
RR
Michigan
(9/21/2022)
RR
New York
(10/30/2018)
RR
Oregon
(10/3/2024)
RR
South Carolina
(4/22/2021)
RR
Texas
(5/10/2018)
RR
Utah
(9/21/2022)
RR
Washington
(4/22/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 11/1/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 7/29/2016
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 8/11/1997
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STILLPOINT CAPITAL, LLC
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: , 8-66688

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

Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
Phone number
(813) 891-9100
Established
Florida since 04/19/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMY C. CROSS, P.A.OWNER
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
CROSS, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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

STILLPOINT CAPITAL, LLC

CRD#: 133146Tampa, FL 33609

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