This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

PACKERLAND BROKERAGE SERVICES, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 8, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

Feb 8, 1993

First registration

Aug 16, 2010

Dual registered

yes, broker-dealer

Other names

James Clark|JAMES CLARK

IAPD individual key

2088728

• Occurred

  Oct 24, 2024
  Advisor changed firm

  James Clark left Avantax Advisory Services for Packerland Brokerage Services, Inc. (registered 2025-02-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:05a92822-a630-b601-2654-bbbcd9c1017c

First observed

Aug 16, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.