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Amy S. Clark

Some features on this profile are disabled
CRD#: 6651691
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.

Amy Suzanne Clark, who also goes by Amy S Brown, Amy S Dague, Amy S Spry, was a registered financial professional .

Amy is a previously registered financial professional and started their career in finance in 2016. Amy had worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amy S Brown | Amy S Dague | Amy S Spry

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.
MASS MUTUAL POSITION: broker NATURE: I currently have a broker contract with Mass Mutual to sell and service their insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2023 ADDRESS: 3540 E. Longwing Lane, Meridian ID 83642 DESCRIPTION: it is insurance products ARBOR POINT POSITION: Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 06/13/2023 ADDRESS: 12325 Port Grace Blvd, LaVista NE 68128 DESCRIPTION: Sell and service new and existing advisory accounts for clients ECHELON GROUP POSITION: Producer NATURE: Insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/25/2023 ADDRESS: 405 W. Myrtle Suite 100, Boise ID 83702 DESCRIPTION: Sell and service annuities and life insurance.

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

September 5, 2024 - February 5, 2025

CLARITY CAPITAL PARTNERS

RIA
CRD#: 129898
Bellevue, WA
Past

June 14, 2024 - September 10, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
BOISE, ID
Past

June 16, 2023 - September 6, 2024

ARBOR POINT ADVISORS

RIA
CRD#: 165127
BOISE, ID
Past

June 16, 2023 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BOISE, ID
Past

November 11, 2020 - May 2, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Meridian, ID
Past

August 20, 2020 - May 2, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Meridian, ID
Past

August 26, 2016 - July 31, 2020

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BOISE, ID

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
IAR
Series 66
Date: 10/30/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/12/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/28/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/26/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CC
CLARITY CAPITAL PARTNERS
CLARITY CAPITAL PARTNERS | SMITH FINANCIAL ADVISORS | PATHWISE FINANCIAL GROUP | PACIFIC CAPITAL PLANNING COMPANY | GR-CAM DBA CLARITY CAPITAL PARTNERS | GR-CAM | GR CAPITAL ASSET MANAGEMENT, LLC | GR CAPITAL ASSET MANAGEMENT | DBA CLARITY CAPITAL PARTNERS | CLARITY CAPITAL PARTNERS LLC

CRD#: 129898 / SEC#: 801-62893

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Contact information

Main Address
5000 Birch Street, Ste 100, Newport Beach, CA 92660
Mailing Address
Phone number
(800) 805-7526
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Part 2 Brochures

CLARITY CAPITAL PARTNERS (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,113
AUM (Assets Under Management)$ 437,700,139

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

CLARITY CAPITAL PARTNERS

CRD#: 129898

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