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RIA / WealthAdvisor20 years in industry

CLARK D EDLUND

Advisor at CAZ INVESTMENTS L.P.

Houston, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 1
Observed: Apr 4, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Clark D Edlund

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: CAZ INVESTMENTS L.P.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 4, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 5, 2014
First registration: Apr 4, 2006
Dual registered: no
IAPD individual key: 4958508

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
CAZ INVESTMENTS L.P.	Asset manager	Feb 25, 2016	n/a	yes	Houston, TX	Current employment
ZT WEALTH ADVISORY	n/a	Nov 18, 2015	Feb 10, 2016	no	Houston, TX	Previous registration
MHA FINANCIAL CORP	State registered	May 2, 2014	Nov 2, 2015	no	WESTWOOD, MA\|HOUSTON, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 15, 2008	Feb 2, 2009	no	HOUSTON, TX	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Jul 13, 2007	Jul 1, 2008	no	HUMBLE, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Apr 4, 2006	Jul 18, 2007	no	THE WOODLANDS, TX\|WOODLANDS, 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
ZT WEALTH ADVISORY	CAZ INVESTMENTS L.P.	Feb 10, 2016	Feb 25, 2016	15	Firm change	Other
MHA FINANCIAL CORP	ZT WEALTH ADVISORY	Nov 2, 2015	Nov 18, 2015	16	Firm change	Other
LPL FINANCIAL LLC	MHA FINANCIAL CORP	Feb 2, 2009	May 2, 2014	1,915	Firm change after gap	Other
FIRST ALLIED ADVISORY SERVICES, INC.	LPL FINANCIAL LLC	Jul 1, 2008	Jul 15, 2008	14	Firm change	Other
EQUITABLE ADVISORS, LLC	FIRST ALLIED ADVISORY SERVICES, INC.	Jul 18, 2007	Jul 13, 2007	-5	Firm change	Other

Relationships

Registered with (6)

→ CAZ INVESTMENTS L.P.Registered adviserregistration: current employment
Feb 25, 2016 to presentfactForm ADV
→ ZT WEALTH ADVISORYRegistered adviserregistration: previous registration
Nov 18, 2015 to Feb 10, 2016factForm ADV
→ MHA FINANCIAL CORPRegistered adviserregistration: previous registration
May 2, 2014 to Nov 2, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 15, 2008 to Feb 2, 2009factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 13, 2007 to Jul 1, 2008factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 4, 2006 to Jul 18, 2007factForm ADV

Dated events

No dated event names this entity yet.