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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

ERIC MICHAEL CLARK

Advisor at ACCUVEST GLOBAL ADVISORS, INC.

Walnut Creek, CA

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Search this name across graphsid dfx:ria:ae97832b-32a6-8d77-75eb-094ba5763da9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 18, 2003 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: ACCUVEST GLOBAL ADVISORS, INC.
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 23, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S66|S63
First exam: Feb 23, 1995
First registration: Feb 18, 2003
Dual registered: yes, broker-dealer
Other names: ERIC CLARK
IAPD individual key: 2573554

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
ACCUVEST GLOBAL ADVISORS, INC.	Other adviser	Aug 10, 2017	n/a	yes	Walnut Creek, CA	Current employment
PACER ADVISORS, INC.	Asset manager	Apr 20, 2016	Jul 19, 2016	no	Carlsbad, CA\|MALVERN, PA	Previous registration
LORD, ABBETT & CO. LLC	Asset manager	Sep 9, 2013	Apr 23, 2014	no	JERSEY CITY, NJ	Previous registration
BREAKAWAY PARTNERS, LLC	n/a	Aug 13, 2007	Aug 22, 2011	no	SANTA MONICA, CA	Previous registration
TENET CAPITAL LLC	n/a	Nov 7, 2006	Aug 17, 2007	no	BOULDER, CO	Previous registration
NATIXIS ADVISORS, LLC	Bd affiliated wealth	Feb 18, 2003	Dec 17, 2004	no	BOSTON, MA	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
PACER ADVISORS, INC.	ACCUVEST GLOBAL ADVISORS, INC.	Jul 19, 2016	Aug 10, 2017	387	Firm change	Other
LORD, ABBETT & CO. LLC	PACER ADVISORS, INC.	Apr 23, 2014	Apr 20, 2016	728	Firm change after gap	Other
BREAKAWAY PARTNERS, LLC	LORD, ABBETT & CO. LLC	Aug 22, 2011	Sep 9, 2013	749	Firm change after gap	Other
TENET CAPITAL LLC	BREAKAWAY PARTNERS, LLC	Aug 17, 2007	Aug 13, 2007	-4	Firm change	Other
NATIXIS ADVISORS, LLC	TENET CAPITAL LLC	Dec 17, 2004	Nov 7, 2006	690	Firm change after gap	Other

Relationships

Registered with (6)

→ ACCUVEST GLOBAL ADVISORS, INC.Registered adviserregistration: current employment
Aug 10, 2017 to presentfactForm ADV
→ PACER ADVISORS, INC.Registered adviserregistration: previous registration
Apr 20, 2016 to Jul 19, 2016factForm ADV
→ LORD, ABBETT & CO. LLCRegistered adviserregistration: previous registration
Sep 9, 2013 to Apr 23, 2014factForm ADV
→ BREAKAWAY PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 13, 2007 to Aug 22, 2011factForm ADV
→ TENET CAPITAL LLCRegistered adviserregistration: previous registration
Nov 7, 2006 to Aug 17, 2007factForm ADV
→ NATIXIS ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 18, 2003 to Dec 17, 2004factForm ADV

Dated events

No dated event names this entity yet.