Joseph A. Clark

ADAPT WEALTH ADVISORS

Atlanta, GA 30328

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CRD#: 7737510

Professional summary

Joseph A Clark is a registered financial advisor currently at ADAPT WEALTH ADVISORS, LLC located in Atlanta, Georgia.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joseph has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Joseph A 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

April 11, 2025 - Present

ADAPT WEALTH ADVISORS, LLC

Office #1: 6285 Barfield Rd. Suite 250, Atlanta, GA 30328

RIA

CRD#: 329448

Atlanta, GA

Past

August 7, 2023 - March 19, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ALPHARETTA, GA

Past

July 6, 2023 - March 19, 2025

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ALPHARETTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADAPT WEALTH ADVISORS, LLC

ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS

CRD#: 329448 / SEC#: 801-129358

RIA

Registered Investment Advisory firm - (2/7/2024 Approved)

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

Georgia
(4/11/2025)

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: 8/2/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/6/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/6/2023

Securities Industry Essentials Examination

Current Firm

ADAPT WEALTH ADVISORS, LLC

ADAPT WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS, LLC | ROY WEALTH ADVISORS

CRD#: 329448 / SEC#: 801-129358

RIA

Registered Investment Advisory firm - (2/7/2024 Approved)

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Contact information

Main Address

6285 Barfield Rd. Suite 250, Atlanta, GA 30328

Mailing Address

Phone number

(404) 594-5559

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAPT WEALTH ADVISORS ADV PART 2A 02-06-2025 (2/6/2025)

Regulatory assets under management

Total Number of Accounts	1,122
AUM (Assets Under Management)	$ 327,765,997

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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Joseph A. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph A Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAPT WEALTH ADVISORS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

ADAPT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2023

Series 7TO

Date: 7/6/2023

SIE

Date: 6/6/2023

Current Firm

ADAPT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAPT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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