DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Gerard Eugene Clark
Feed of 09/14/2026
At current firm
2 y
since Apr 19, 2024
In the industry
27 y
since Oct 1, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Accurate Wealth Management, LLC independent RIA currentsince Apr 19, 2024 · Ridgewood, Nj
- Rjl Financial Group unclassifiedApr 13, 2017 to Jan 6, 2025 · Ridgewood, Nj
- Global Financial Private Capital, Inc. formerFeb 2, 2010 to Jul 11, 2017 · Ridgewood, Nj
- Clark Wealth Management, L.L.C unclassifiedFeb 17, 2009 to Nov 17, 2010 · Ridgewood, Nj
- Brecek & Young Advisors, Inc. formerJan 28, 2008 to Dec 18, 2008 · Ridgewood, Nj
Moves
a registration end followed by a registration begin elsewhere
- Rjl Financial Group to Accurate Wealth Management, LLCleft Jan 6, 2025, registered Apr 19, 2024 (-262 days) · Other
- Global Financial Private Capital, Inc. to Rjl Financial Groupleft Jul 11, 2017, registered Apr 13, 2017 (-89 days) · Other · moved with a team
- Clark Wealth Management, L.L.C to Global Financial Private Capital, Inc.left Nov 17, 2010, registered Feb 2, 2010 (-288 days) · Other
- Brecek & Young Advisors, Inc. to Clark Wealth Management, L.L.Cleft Dec 18, 2008, registered Feb 17, 2009 (61 days) · Other
Signals
- Gerard Eugene Clark left Rjl Financial Group for Accurate Wealth Management, Llc (registered 2024-04-19)Jan 6, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address