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Advisor at CLARK ASSET MANAGEMENT, LLC
Billings, MT | STRATHAM, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CLARK ASSET MANAGEMENT, LLC | Independent wealth | Apr 1, 2025 | n/a | yes | Billings, MT|STRATHAM, NH | Current employment |
| INVESTMENT MANAGEMENT GROUP | Mixed wealth | Aug 25, 2017 | Feb 1, 2024 | no | BILLINGS, MT|Kalispell, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVESTMENT MANAGEMENT GROUP | CLARK ASSET MANAGEMENT, LLC | Feb 1, 2024 | Apr 1, 2025 | 425 | Firm change after gap | Other |