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Registered advisor
A•• S•• G••••••
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••independent RIAHuntsville, Ohdual registrantIAPD 4627380
Feed of 09/14/2026
Also filed as Amy S Clark
At current firm
10 y
since Jun 23, 2016
In the industry
23 y
since Feb 24, 2003 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• independent RIA currentsince Jun 23, 2016 · Huntsville, Oh
- H••••••••• F•••••••• A••••••• BD affiliatedMay 26, 2006 to Jun 7, 2016 · Columbus, Oh
- C•••• I••••••••• S••••••• C•••• formerJul 6, 2005 to Jan 3, 2006 · Dublin, Oh
- B••• O•• S••••••••• C••••••••• unclassifiedJan 13, 2005 to Jul 6, 2005 · Dublin, Oh
- P•••• S••••••••• L•• no RAUMNov 28, 2003 to Jan 3, 2005 · Bellefontaine, Oh
Moves
a registration end followed by a registration begin elsewhere
- H••••••••• F•••••••• A••••••• to U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••left Jun 7, 2016, registered Jun 23, 2016 (16 days) · Other
- C•••• I••••••••• S••••••• C•••• to H••••••••• F•••••••• A•••••••left Jan 3, 2006, registered May 26, 2006 (143 days) · Other
- B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
- P•••• S••••••••• L•• to B••• O•• S••••••••• C•••••••••left Jan 3, 2005, registered Jan 13, 2005 (10 days) · Other
Signals
No dated event on this person.
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address