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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

KENT CLARK

Advisor at STRATEGIC ADVISERS LLC

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:4efcc7d5-7612-cd15-8d08-9b2c7fb31d88

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 11, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 11, 2003
First registration: Oct 10, 2005
Dual registered: yes, broker-dealer
Other names: KENT MUNDY CLARK|KENT MUNDY CLARK
IAPD individual key: 4687909

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SAN ANTONIO, TX\|SAN ANTONIO, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|SAN ANTONIO, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 28, 2017	Jul 13, 2018	no	HIGHLAND PARK, IL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 26, 2016	Feb 26, 2017	no	Oak Brook, IL	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Oct 10, 2005	Jul 12, 2016	no	CHICAGO, IL\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
CHARLES SCHWAB & CO., INC.	STRATEGIC ADVISERS LLC	Feb 26, 2017	Feb 28, 2017	2	Firm change	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	CHARLES SCHWAB & CO., INC.	Jul 12, 2016	Jul 26, 2016	14	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 28, 2017 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 26, 2016 to Feb 26, 2017factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Oct 10, 2005 to Jul 12, 2016factForm ADV

Dated events

No dated event names this entity yet.