Dakota L. Clark

CLARK PRIVATE WEALTH

Miami, FL 33130

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CRD#: 6875810

Professional summary

Dakota Lee Clark, who also goes by Dakota L Clark, Dakota Clark, is a registered financial advisor currently at CLARK PRIVATE WEALTH, LLC located in Miami, Florida.

Dakota is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Dakota has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dakota L Clark | Dakota 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.

Licensed insurance professional; same address; not investment-related; less than 10% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dakota Lee Clark's 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

May 3, 2022 - Present

CLARK PRIVATE WEALTH, LLC

Office #1: 801 S. Miami Avenue Unit 2103, Miami, FL 33130

RIA

CRD#: 319333

Miami, FL

Past

March 2, 2020 - February 3, 2022

EDWARD JONES

RIA

CRD#: 250

Miami, FL

Past

February 28, 2020 - February 3, 2022

EDWARD JONES

CRD#: 250

Miami, FL

Past

October 16, 2018 - January 3, 2020

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

MIAMI, FL

Past

January 11, 2018 - January 3, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

MIAMI, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/3/2022)

IAR

Texas
(8/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/9/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2018

General Securities Representative Examination

Current Firm

CLARK PRIVATE WEALTH, LLC

CRD#: 319333 / SEC#:

Florida

Registered Investment Advisory firm - (5/3/2022 Approved)

Texas

Registered Investment Advisory firm - (8/11/2022 Conditional Restricted)

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Contact information

Main Address

801 S. Miami Avenue Unit 2103, Miami, FL 33130

Mailing Address

Phone number

(913) 963-9757

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 7,200,000

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.

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Dakota L. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dakota Lee Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARK PRIVATE WEALTH, LLC

EDWARD JONES

EDWARD JONES

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2018

Current Firm

CLARK PRIVATE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARK PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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